good video
1. product differentiation
2. customer relationships - JV, contracts, etc
3. supply stability
4. integration of downstream REE value-adding industries
The above takes precedence over
simply "iron-ore" style basket price considerations
China is consolidating from small to big. Removes the cowboys in the industry - improves environmental control - and I believe helps with more realistic pricing.
video talk interview with lynas corp ceo, page-3
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