Could Australia shift the U.S.-China rare earths trade balance?

Breakdown

• Australia is investing heavily to supply rare earths and processing to the U.S. 4s
• China maintains a strong hold on rare earth separation technology, challenging U.S. supply. 17s
• Australian company Lynas has partnered with the U.S. to provide permanent magnets for defense and commercial use. 39s
• There is speculation about further U.S. investment or stake in Lynas, possibly involving Macquarie. 1m 7s
• Efforts are focused on reducing dependence on China for critical materials in key industries. 1m 51s