Know your mineThyssen has locked down Rainbow Rare Earths and Northern Minerals output. Schaeffler Group has Hastings. Commerce Resources has given 1st Right to Glencore. Norra Karr has 1) a silica issue from memory. 2) the community does not want the mine. Years ago a study linked, i think it was sinkholes, in the city, to all the past mining. Arafura is supplying china NdPr. JOGMEC has Lynas and Ucore now lists JOGMEC as potential funder. Looking at the project picture, JOGMEC is most likely making a move on both --- Bokan / SMC. JOGMEC apply MRT to that Lynas waste on-site, now that it's staying in malaysia, would be huge for them. I think Lynas recovery is only around 80%? 20% of 450k tons left over. ( woo ) A single source with all 5 DENTY metals for DOD...and a multi-metal, non-REE tech ---- take a wild guess