Best indicator from a rising USD is a recovering manufacturing sector. With China having captured 75% of RE demand sectors it's vital to Lynas & Moly to see the US back on it's feet and developing the middle supply chain for RE value add. I.e. GE are returning some operations to the US but where are they buying their magnets & phosphors?
As an aside I was talking to one of our UK suppliers in Paris last week, they have 6 manufacturing sites in England, and they told me there is a steady stream of companies returning from a China "experiment".
If this is indicative it's likely to become a flood: http://www.nbcnews.com/business/american-executive-100-percent-i-got-held-ransom-chinese-workers-6C10479749
Middle supply chain is Lynas's target market and it's fortunes are largely tied to how quickly it can be rebuilt ROW. Rising USD is probably a good indicator of fertile ground.
LYC Price at posting:
37.5¢ Sentiment: Hold Disclosure: Held
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