Part 6/7:
While the rare Earth situation seems critical due to the current market dynamics, Z emphasizes that it poses less of a challenge than other industrial processing sectors, such as lithium production and basic metal processing (e.g., turning iron ore into steel). The U.S. has yet to scale up its alternative infrastructures for these vital materials, presenting a more significant concern regarding economic stability and inflation should the Chinese market falter before the U.S. can establish its own production lines.