 Rare Earth Crisis: Where Is the Bottleneck and Why It’s Not China Everyone talks about the shortage of rare earth metals, but few look at the real structure of the problem. Clear Street just initiated a Buy rating on REalloys — a company building a vertically integrated chain in the US. And this is not about mining. The key insight from REalloys CEO Lipi Sternheim: the bottleneck is not ore extraction from the ground, but processing and metallization. The US knows how to mine, but not how to turn concentrate into magnets for the F-35 and missile systems. Meanwhile: Brent at $103, US LNG operating at full capacity, closing the deficit from the loss of Qatar’s supplies after strikes on Iranian terminals. The IEA estimates a 20% loss in global LNG supply. What this means for the market: — Rare earth supply chains will become a new arena for geopolitics — Companies controlling processing (not mining) will receive a premium — Manual monitoring of such markets no longer works — real-time AI analytics is needed I analyze energy markets with ASI Biont — AI agents process data in seconds, not days.