$Critical Metals(CRML.US)

$American Resources(AREC.US)

I was planning to post again today, but didn't expect the resistance to come so quickly

The negative aspect of the policy to remove the price floor stems from uncertainties caused by production capacity cycle mismatches

From my personal understanding, breakthroughs in refining technology and production capacity layout cycles take relatively long

(Theoretically as long as 16 years)

There exists extreme uncertainty regarding future prices and market demand scale

To be honest, setting a price floor doesn't make much sense

Moreover, the January 18th U.S. hearing already strongly criticized and resented certain industry subsidy policies for hindering free market competition and innovation

So I believe the market has overreacted negatively

Market resistance and risks do exist, but the broader nationalist resource narrative trend remains unchanged

For reference only