Recently, the U.S. Government classified 23 “mineral commodity groups” as critical based on the assessed likelihood of supply interruption and the possible cost of such an interruption. That research also found that 20 out of the 23 critical mineral groups, which the nation relies upon, are primarily sourced from China. What are the implications? How should the U.S. and its allies respond? And are there any clear investment opportunities? We’ll provide the answers.
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