I spotted this on Victory Metals Ltd LinkedIn page overnight and decided to ask Perplexity AI to summarise this interesting article on REE's. (full link below). Interesting for its impact on $TSM and REE supply outside of China (that Westetn Powers can access).

Export Restrictions:

China has implemented new regulations requiring exporters to provide detailed reports on the use of rare earth metals in Western supply chains, enhancing Beijing's control over these resources.

Corporate Ownership:

The last foreign-owned rare earth refineries in China are being acquired by state-owned companies, further consolidating China's dominance in the market3.

Broader Impact:

These measures are part of a larger strategy to strengthen China's hold on critical minerals essential for technologies like semiconductors, affecting global supply chains and national security

https://www.nytimes.com/2024/10/26/business/china-critical-minerals-semiconductors.html#