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A. RARE EARTHS: CHINA'S MONOPOLY AND AUSTRALIAN SUPPLY Guest: David Archibald China's predatory pricing previously achieved a rare earth monopoly, damaging competitors like Lynas, which almost went bankrupt. Australia, via companies like Lynas and Iluka, is being eyed by the US as a non-Chinese source for rare earths critical for high-end electronics and defense. Processing is complex, requiring many steps, and often occurs in places like Malaysia.
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