Yes, these are Shadow Play videos (https://www.aspi.org.au/report/shadow-play), but they give you insight into CCP thinking on rare earths.
After all, several days before the Gallium and Germanium ban on July 4th, a Shadow Play video that I posted a link to warned of an imminent mineral ban (https://stockhouse.com/companies/bullboard?symbol=v.ucu&postid=35530436).
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