"atm it is all supply side manipulation"
yes i agree China is propping up the ree prices at the moment, it will be interesting to see who win in the game of Chicken, who can outlast each other the Chinese or the Japanese.
Time will tell also represent the essence of risk to us as the risk of getting the plant fixed up in time.
It is also interesting to note that the Chinese government has a personal beef to grind with Japan as represented in a recent court case where Chinese REE manufacturers banded together to sue Hitachi in a Chinese court over their magnet patent licensing rights. We obviously know the outcome of the court case already before the trial even begins =P
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