I'm not sure you understand much if you can seriously write

> Surely [PV manufacturing] will be a growing, potentially high margin business because demand will be high

I'm not aware of it being a high margin business now for any Chinese company, and that's with their aforementioned advantages in labor and mining. This is a product whose price has fallen 99% in the past 2 decades. What margin?

If you still want to re-open rare earth mines in the US knowing the economics, and you can follow American environmental and labor standards, then be my guest. It doesn't strike me as a lucrative opportunity but what do I know.

Sounds like moving to PV for electricity generation is a risky option, since maybe margins won't be so high if they're made here in the US and the economics just don't work for manufacturing from scratch. Perhaps we should consider other options, like the magic rocks we can find in the woods that get really hot when you hold them close together. This way, we can simplify our supply chains and have a reliable supply of energy that doesn't rely on a hostile geopolitical rival, and doesn't require the costly transition of the grid that we'd need to do if we went all in on PV.