A STOCK to SMASH the RARE EARTH PINCH POINT

Everyone thinks rare earths are about mining. They’re wrong.The real bottleneck isn’t in the ground — it’s in the processing. That’s where China dominates. That’s where the leverage is. And that’s where the money will be made.In this video I break down the actual pinch point in the rare earth supply chain — from oxides to metals to magnets — and why the West is years behind. I also walk through one of the few listed companies sitting right inside that bottleneck… and why I’ve taken a position.This isn’t advice. It’s how I’m thinking about it.________________________________________Get live metals prices: https://www.anewfn.comFollow my thinking (free + members): https://clemishere.substack.comX/Twitter: https://x.com/ClemChambersBullionVault affiliate: https://www.bullionvaultaffiliate.com/clemalpha/enRare Earth Channel: https://www.youtube.com/@CrazyChemistryishereBooks:A Beginner’s Guide To Value Investing (US): https://www.amazon.com/dp/B0GHK6RSFTA Beginner’s Guide To Value Investing (UK): https://www.amazon.co.uk/dp/B0GHK6RSFTGame in Wall Street (US): https://www.amazon.com/dp/B0D9TR71C3/________________________________________#RareEarths #Investing #Commodities #China #Stocks