Loading ...REM are vital in all the products you mentioned Maya, and China is the biggest producer, and Australia second largest, but there are large amounts also in US and Canada just not mined yet.
I suppose there is a lesson in latest developments with China, never depend on external supplier for such critical elements.
There is a little known explorer in Australia, Northern Minerals (ASX:NTU) , but they have issue claiming their research expenditure , as tax deduction,( will be appealing against the decision), current China situation may help.
Not a financial advise , DYODD.
I hold some.
GT