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21st Century 'Arms Race' Begins; China Chokes Critical Supply | Scott Eldridge

The David Lin Report

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Ramping Up Rare Earth Investments

This chapter explores the U.S. government's increasing role in funding critical mineral projects, including a notable $400 million investment in the only operational rare earth mine in the country. It highlights the urgency created by supply chain concerns and military shortages, discussing the geopolitical implications of these investments amid rising global tensions. The narrative reflects optimism for the sector's future while addressing the challenges and delays in bringing new projects to fruition.

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