Ionic Rare Earths, AML ink MoU for US permanent magnet supply

• •This is pretty interesting, especially with all the talk lately about securing critical mineral supply chains.
• •The fact that AML's president mentioned "closing the loop on supply for critical inputs to the US industrial base" really caught my eye.
• •We've seen how vulnerable supply lines can be in recent years, and this kind of domestic partnership feels like a step in the right direction.

Hey everyone,

Just read this article about Ionic Rare Earths and AML signing an MoU for US permanent magnet supply: https://www.mining.com/ionic-rare-earths-aml-ink-mou-for-us-permanent-magnet-supply/. This is pretty interesting, especially with all the talk lately about securing critical mineral supply chains. I've been trying to diversify my portfolio a bit more into materials essential for the green energy transition, and rare earths are definitely on my radar. The fact that AML's president mentioned "closing the loop on supply for critical inputs to the US industrial base" really caught my eye. We've seen how vulnerable supply lines can be in recent years, and this kind of domestic partnership feels like a step in the right direction. For retirement planning, I'm looking for long-term stability and growth, and the demand for permanent magnets isn't going anywhere with EVs and renewables taking off.

My initial thought is that this could be a really smart move for both companies. Ionic Rare Earths gets a more secure buyer, and AML gets a domestic source for essential materials. It reduces reliance on potentially unstable foreign markets, which is something I always factor in when looking at investments – especially for my kids' future. The current geopolitical climate makes these kinds of partnerships even more crucial, honestly. I've been burned before by companies too reliant on single, distant suppliers, so I appreciate initiatives like this that build more robust, localized networks.

What are your thoughts on this? Does anyone here have any exposure to rare earth stocks, or particularly Ionic Rare Earths? I'm curious to hear if you think this MoU is a significant catalyst, or just another step in a very long process. Always good to get some diverse perspectives from this community. Cheers!