A major Wall Street bank just flipped bullish on a rare earth miner, betting Washington picked this one to crack Beijing's grip on critical minerals. The upgrade lands as supply chain anxieties keep escalating—rare earths power everything from defense tech to EV batteries. Geopolitical chess moves are reshaping commodity plays faster than most anticipated. If the thesis holds, this stock might ride the wave of strategic stockpiling and domestic production incentives. Worth watching how policy signals translate into actual margin expansion here.