Right. See this story about the 2015 rare earths glut.[1] That glut triggered one of the shutdowns of Mountain Pass. Owning the whole supply chain is a win bec

Right. See this story about the 2015 rare earths glut.[1] That glut triggered one of the shutdowns of Mountain Pass. Owning the whole supply chain is a win because the price of magnet-ready alloy fluctuates less than the price of dirt with some rare earths mixed in. [1] https://www.forbes.com/sites/timtreadgold/2015/05/15/chinese-rare-earth-glut-triggers-a-price-collapse-and-environmental-crisis/ https://www.forbes.com/sites/timtreadgold/2015/05/15/chinese...