Terras Raras - Prêmio de risco geopolítico aumentando?

I agree, the geopolitical angle on rare earths is becoming increasingly significant. It's not just about the supply itself, but also the control over processing and refining capabilities.

While geopolitical risk is always a factor, I wonder how much of this is already priced in, given the ongoing discussions for years now. Are we seeing actual new developments, or just heightened rhetoric?