Predicated on nonsense, US GAO calculated DOD purchases a mere 1% of total US REO imports which is ~9% of global demand, calculates back to a few hundred tonne of oxides pa.
US DOD RE demand will never, ever support a RE operation LRE or HRE, its security of supply is simply a bonus from a sustainable commercial operation, which itself is totally dependent on a sustainable middle supply chain and its ability to successfully engage with end use customers, which translates to successfully compete with Chinese imports.
Read the US DOD tender docs, some very Lynas like language in there spells it out quite clearly, for any that can read, obviously not incl Donald & Ted.
"The United States is a major consumer of defense and commercial end products containing rare earths, however, its demand for rare earths is approximately nine percent of the global demand, according to DOD estimates. Also, DOD demand is approximately only one percent of the United States demand."
https://www.gao.gov/assets/680/675165.pdf
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