The Radiation Fear
Because rare earths are often associated with Thorium (radioactive), local communities are understandably wary. Projects like Lynas in Malaysia faced years of protests over waste disposal.
The “Clean” Premium
Western automakers (OEMs) need “Clean Clean” materials. They will pay a premium for rare earths that are mined with strict environmental controls and zero radioactive leakage. A mine with a strong Social License has a massive competitive advantage over a dirty producer.