Supply-chain security for rare-earth elements, lithium, cobalt, nickel, and copper feeding EV batteries, permanent magnets for wind/humanoids/defense, and semiconductors. 2026 dynamics are dominated by China's rare-earth export controls, Trump-era Section 232 actions on critical minerals, DoD price-floor offtakes for MP/USA Rare Earth, and Western processing/refining buildout against persistent Chinese dominance.
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