Rare Earth Magnets & Strategic Minerals Delivery

China is licensing rare earths to Europe while Japan and the U.S. still face a squeeze, so the market is rewarding companies that can ship metal and magnets now. Pentagon sourcing rules and policy-led retail flow keep this a multi-week trade. The basket holds the delivery and offtake names, plus a few demand-side anchors. Catalysts: - 2026-10-15 China says rare-earth flows to Europe can continue past a U.S. deal (https://www.cnbc.com/2026/10/15/china-rare-earth-exports-europe.html) Launch basket (equal weight): MP, ALB, USAR, AA, SQM, LAC, 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.