The States won't fall for itThe recent introduction of US legislation regarding mining and stockpiling of REEs is an indication that they will no longer rely on semi-friendly foreign powers for their supplies of REEs. The one and only (currently non-operational) REE mine on the continent will surely not be sufficient for American requirements if they decide to become solely self reliant. China has proven over and over again that they are committed to their own interests.
This is an opportunity to accumulate lower priced shares and if that means sell and re-buy or average down it's your call but I believe that all available sources on the continent will be considered by the US and REEs will be profitable for us.
LONG and accumulating MDL RA