Why would China stop all REE exports just because the US imposes tarriffs on a number of products? China might stop REE exports to USA which might see demand increase for Lynas Ce/La. Other than that I don't really see any other benefit.
A repeat of the 2010 REE bubble would be an absolute disaster for the REE industry IMO. What the industry needs is for a balance between supply demand to be established, not artificial price rises due to a trade war.
Any companies wanting to make it in the REE industry need to have a viable business plan at today's REE prices. Anyone hoping for another REE bubble probably invested in a company with an unviable business plan that will need REE prices to at least double before it's viable. Does not surprise me one bit that you are spruiking this nonsense tbh.
GOLDMAN SACHS, page-2
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