LYC 0.50% $5.92 lynas rare earths limited

insourcing and onshoring, page-6

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    Watching this closely as I've a fair position in SANTOS and latest info suggests this will not be the case, West coast terminals look unlikely with most of the massive resource directed to domestic consumption and energy independence 2030.
    Will be fascinating to watch it develop, anybody want an oil tanker on the cheap? Maybe a second hand Roller from the ME?
 
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