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Not only is it opening up but several other large scale projects are already being considered in the USA, including one in Atolia, California that I have been privileged enough to personally visit.

Watch the markets for the metals most used in wartime. That tells you pretty quickly when conflict is near.

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This isn't so much "conflict is near" as much as reaction to a defense-related policy. The entire US defense supply chain will be banned from >80% of tungsten supply at the end of the year, while also being demanded to up production to make up for depleted stockpiles from Iran and Ukraine.

I wonder if there’s path dependence there. It _seems_ like just because you build up lots of “defence” tech that doesn’t necessarily mean you _have_ to use it? Or does it? I wonder what happened with those markets during the Cold War.

Maybe it's also for USA to rebuild supply? That is, if you believe the "US spent too many missiles in Iran" stories.

Why would you not believe them? Our defense manufacturing base has withered just like all the other manufacturing sectors. They’re being used faster than they’re being made and no one really planned for this war. Same reason the Strategic Petroleum Reserve is so low.

"αὐτὸς γὰρ ἐφέλκεται ἄνδρα σίδηρος." And the movie having just come out.

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