Semiconductor is a passe - now it is the turn of Rare Earth Elements to shake the Mother earth with disruption in Global supply chain

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https://www.reuters.com/world/asia-pacific/adb-launches-finance-scheme-critical-mineral-supply-chains-2026-05-03/

https://www.adb.org/news/adb-launches-initiative-build-asia-critical-minerals-supply-chains

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might look into what midwest is doing (up by 5% today)