If you go back to around 2006? you'll find the following has occurred since then:
1- The US started a trade war with China (2006?)
2- China blocked exports of rare earths
3- The world went gangbusters exploring for it
4- The US put a military base in NT
5- Rare earths discovered and going/gone into production (NTU etc)
6- The US started a trade war with China (2018?)
and then read the comment below as it relates to the above especially point 2
"The Company has received many approaches from permanent magnet producers in the US, Europe, South Korea and Japan regarding the potential for the sale of separated rare earth oxide products..."
NTU Price at posting:
9.6¢ Sentiment: None Disclosure: Held