Rare Earth Industry - There is significant investor interest in the rare earth space, but establishing a supply chain for mining, refining, and producing magnets is a lengthy process, particularly in the US [2] - The majority of rare earths and magnets are processed and manufactured in China, necessitating the establishment of a domestic supply chain in the US and allied countries, with companies like MP Materials and USA Rare Earths leading the charge [3] - The US requires approximately 50,000 tons of rare earth magnets annually, a figure expected to grow due to increased demand from sectors like robotics, electric vehicles, and wind turbines; currently, MP plans to produce 10,000 tons and USA Rare Earths plans for 4,800 tons, indicating a substantial supply gap [4][5] Government Involvement - The US government is taking equity stakes in rare earth companies to expedite the establishment of supply chains, which is viewed as a strategic move rather than state capitalism [6] - The collaboration between MP Materials and the government is seen as a pivotal strategy to counteract China's dominance in the rare earth market, facilitating the growth of domestic magnet manufacturing [7] Nuclear Energy Sector - Oaklo is positioned to address bottlenecks in nuclear reactor development through vertical integration and a unique fuel strategy, indicating potential for growth in the nuclear sector [8] - The US is projected to require more power, with nuclear energy expected to play an increasing role in the energy mix over the next decade; the country typically adds 50 gigawatts of power annually, with expectations to double this figure [9][10]