Regardless of the China conspiracy theory about holding REO prices down just to spite Lynas, I believe current REO prices are the norm for an industry that has been through an extremely disruptive period.
Lynas needs to look at other ways beyond REO prices increasing to become a viable business in the current environment, which could last for awhile.
AL has outlined ways the company can achieve this in her Investorintel interview.
Jim not sure if you realise this but China has always been the dominant player in the RE industry. Largest consumer of REO in the world and largest producer of REO in the world. Unfortunately I dont believe China has much control over its own RE industry. It's getting there but still a lot of work needed.
WTO Rulings... and Trump, page-16
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