Post #34568 by Dope1 on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

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So Dope could be referencing the Chinese harassing us shipping ore from Australia to Texas for processing, or from Greenland, but he'll glom onto anything.

Yeah, that sea lanes of communication thing. Who cares, amirite?

What's different with rare earths is you have to tailor the processing plant you build to the ore as it's various mixtures embedded in different materials.

You also need to *source* the minerals from someplace that you can do business with in the event of a conflict. You keep mentioning some Aussie companies, and that's fine, but we need more. China controls about ~70% of the worldwide rare earth market, and that won't do.

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