Rare-earth miners, critical-mineral processors, and alternative-source developers challenging China's export-control dominance — spanning the world's largest ex-China NdPr producer (Lynas/LYC.AX), Australia's standalone REE refinery builder (Iluka/ILU.AX) and Nolans NdPr project developer (Arafura/ARU), US mine-to-magnet verticals (MP Materials, USAR, ALOY), early-stage ex-China rare-earth exploration (Critical Metals Corp/CRML in Greenland), and uranium/REE co-processing (Energy Fuels) — covering the full ex-China supply chain from mine to separated oxide.