What’s new is the U.S. saying the quiet part out loud: under Section 232 it targets processing + magnets (not just mining) as the chokepoint, and explicitly floats price floors/minimum import prices, i.e., administered pricing to make new capacity financeable.
What’s new is the U.S. saying the quiet part out loud: under Section 232 it targets processing + magnets (not just mining) as the chokepoint, and explicitly floats price floors/minimum import prices, i.e., administered pricing to make new capacity financeable.