稀土 - 地缘政治风险溢价正在累积？

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?

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.