It is all BS. Most or all of the 'information' we get is half-truths and speculation by people who don't get paid if they don't make some noise or spill some ink.
I remember when people, asked about things like this, used to say, "Your guess is as good as mine."
But there is no money in that for the chattering classes.
Dead air. Blank pages. No money.
Look away.
"Let me give you a number that should end every argument about national security. 417 kilograms.
That's roughly how much rare earth material goes into a single F-35. A Virginia-class submarine needs about ten times that.
Now ask the question nobody in Washington wants to answer out loud: who controls the supply? The chokehold, metal by metal.
NdPr. Neodymium-praseodymium oxide is the heart of the super-magnet.
China controls about 90% of rare earth processing and 93% of magnet manufacturing. America has exactly one rare earth mine, Mountain Pass.
And Beijing has shown the leash. Export controls in April 2025. A harsher second wave in October 2025. That sec
https://mailchi.mp/wealthresearchgroup/brics-chokehold-intensifies-russia-china-and-greenland-critical