Surprised he didn't add his usual .... go ahead have the last word. Then adds another 1/2 dozen posts.
china will classify rare earths as dual use materials/technologies hence civilian use is ok to export and military-industrial complex companies would be restri. ford and gm suvs are safe. government contractors are not.
We could say that the job of a trader is to take advantage of extraordinary situations (anomalies) which might be profitable.