Group 1 - The modern warfare and increasing demand for weapons are significantly reshaping the metal demand landscape, with Western countries unprepared for this shift [1] - The ongoing military conflicts, such as the Russia-Ukraine conflict and India-Pakistan tensions, have highlighted severe shortages of traditional materials like copper, which is crucial for ammunition, as well as small metals like graphite and germanium used in advanced weapon systems [1] - Western governments have become aware of their vulnerabilities after decades of neglect, which will greatly alter the types of metals that need to be mined [1] Group 2 - The highest levels of the U.S. government are now highly focused on supply chains and critical raw materials, indicating a shift in priorities [1] - There is a recognition that the necessary metals for modern warfare are currently lacking in supply [1]