Rare Earth & Critical Minerals: Non-China Supply

China's pause on expanded rare-earth export controls lapses on 10 November 2026 with no confirmed extension. That puts non-China magnet, separation and critical-mineral supply back in focus. The basket holds the core US rare-earth company plus lithium, uranium fuel and aluminum producers that would reprice if controls snap back. Catalysts: - 2026-10-14 US races to rebuild rare earth supply as China controls stay tight (https://www.voanews.com/amp/us-races-to-build-rare-earth-supply-chain-as-china-tightens-controls-20261014/8211313.html) Launch basket (equal weight): MP, UUUU, LAC, ALB, AA, LEU, CENX Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.