What seems new is the President invoking Section 232 and explicitly floating price floors/minimum import prices, i.e., openly talking about administered pricing as the policy tool.

That’s been in public reports to Congress and outside studies for years…. It was an open secret

Cje95

What’s new is the U.S. saying the quiet part out loud: under Section 232 it targets processing + magnets (not just mining) as the chokepoint, and explicitly floats price floors/minimum import prices, i.e., administered pricing to make new capacity financeable.