Rethink Energy 148: DoD doubles financial support for US rare earths; Germany upgrades H2 targets closer to Rethink predictions
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The US Department of Defence is more than doubling its financial support of Lynas Rare Earth's Texas-based processing facilities in attempt to lessen reliance on China for strategic military and new energy components. Germany has doubled its hydrogen production targets bringing them closer to the predictions Rethink made a few months ago. Finally the team discusses how FirstSolar has doubled its evaluation over the last year and is the only remaining significant player in the CdTe solar space, keeping it out of harm's way from future escalations in the US-China trade war.
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