美国稀土产业链

China still controls almost all rare earth production & refining but the U.S. is starting to rebuild its own chain:

• $UUUU separating oxides at commercial scale
• $IPX developing new refining tech to lift throughput
• $MP leading U.S. output & expanding into full-cycle… pic.twitter.com/LkP27FyZaU

— Shay Boloor (@StockSavvyShay) October 18, 2025