Northern Minerals is an interesting case. (Disclaimer: I'm a shareholder and keep a close eye what is going one)

It is under enormous pressure to the point where the Australia Treasury made the unprecedented move to demand some Singapore-based PRC-linked entities to divest ~500m shares. They instead passed them onto other PRC-linked entities. There's been two failed board takeovers, and the annual general meeting postponed while Treasury continues to investigate who owns what and has set them back a year or so. What they have is a potential resource (lots of heavy REE) and an offtake deal with Iluka.

Iluka (Australia) is the one with the processing coming on sooner, and unlike Lynas, on Australian soil and have an existing stockpile ready to go from their mineral sands business.

The other to watch is Arafura (Australia) - fully funded, construction just started and offtake agreements (mostly Europe) in place.

Energy Fuels (UUUU) is one to watch in the US. They purchased Australian miner ASM and plan you use their Uranium processing infrastructure and knowhow to pivot to REE.

Lynas is in the process of purchasing Meteoric Resources (Australia) for the largest ionic clay mine in Brazil.

I hold positions in all the above, and what is really interesting is that despite all the progress their share prices have recently tanked as China wrings concessions from the US, rather than the market viewing the long-term disconnect from PRC reliance as valuable or inevitable. Even Lynas is down having peaked around AUD$21 when they started processing separated Dysprosium and Terbium and renewed their Malaysian licence and Japanese offtake agreements.