The only RE US imports in any quantity is ~10ktpa La for Fluid Cracking Catalyst & 1400tpa Ce for autocat. Balance is probably < 400tpa on 2017 USGS data, and the guy that compiles it confirmed the situation for me last June.
It has virtually NO middle supply chain to turn any other REO into anything useful, particularly NdPr > metals > alloys > powders > NdFeB magnets, and it would take many years to build one, let alone be competitive with the 1200/1500t of Chinese NdFeB it imports each & every month.
Current tariffs beat up highly unlikely to have any meaningful effect Lynas, but certainly giving the same old conspiracy theorists some opportunity to drag out their tripe.
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