What would a US (up to) 45% tariff on permanent magnets coming from China do to the price of NdPr? I think more than demand (and price) for La Ce would be affected. I'm not hoping for a bubble or trade war, but that has to be considered.
Trump has said he wants to negotiate with China. I hope an agreement beneficial to both parties can be reached, if Trump is still in office by then.
GOLDMAN SACHS, page-4
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