Quote Originally Posted by dcarrigg View Post
Problem is that it's a two-way street. Zelenograd can make some ten-year-old military hardware now. But western chipmakers are still running most of the commercial economic applications. True, the rare earths are needed. But so are the finished products. But then again, Russia is not anywhere near the size of a player China is.

Meanwhile, Australia has really ramped up production. Doubled easy in the past 5 or 10 years. Now puts out maybe a quarter of what China does, if memory serves, with more coming online. They've also been busy exploring in Africa. That's probably the place to make a play if you're going to venture into betting on it, I figure. I don't know enough about the industry to feel comfortable playing. But it's probably not the worst bet...

Ok, so RE isn't so rare after all?

Maybe Bitcoin is more rare?