Great analysis John—I think you hit the nail on the head that this is an incredibly positive first step.
By teaming up with SENAI CIMATEC, BRE is strengthening its commitment to domestic development in Brazil which seems to be a prudent decision. They are investing in domestic innovation...
Completely agree the U.S. Government needs to take opportunities like this seriously. The Trump administration's strategic policy shift to support critical minerals/rare earth projects are a start, but the U.S. needs more than eye-catching headlines to have any hope of catching up with China...
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