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“A pure-play domestic refiner gets bid as Washington pours billions into onshoring the one link America is missing: turning rare earth rock into refined metal at home instead of shipping it to China.”
Source
Dwarkesh PodcastYouTube“Elon Musk – "In 36 months, the cheapest place to…”92:35
“If you take like refining of ore, I'd say roughly China does more, does twice as much ore refining on average as the rest of the world combined.”
Performance
Entry$21.57
Current—
Since call— pending
Confidence72%
How this was scored
Entry$21.57Feb 5, 2026 · 17:02 UTC · paste.trade
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.