Valid concern about execution—magnet manufacturing is notoriously complex. But the Isubstrate analysis reveals something key: MP Materials' integrated model from mine to magnet gives them advantages other Western projects lacked. Plus the geopolitical tailwinds are stronger now than in previous cycles. Full breakdown here: https://via.news/commodities/mp-materials-plans-10-000-tonne-magnet-plant-by-2028-challenging-china-s-rare