Rare Metals: Geopolitical shifts and reshoring drive long-term growth.

A strong long-term bullish case for rare earth metals is presented, driven by China's export policies, the strategic importance for technology and defense, and global efforts to "reshore manufacturing" and establish independent processing facilities (e.g., Aclara's investment). While short-term volatility exists due to government actions, the fundamental trend towards self-reliance and diversified supply chains creates a significant tailwind for companies in the sector, including $LYC, $UAMY, $USAR, $NB, $UUUU, and $TMC.