LYC 0.50% $5.92 lynas rare earths limited

Lynas Versus China

  1. 177 Posts.
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    An article in today’s WSJ claims that Lynas spends US$10 to mine a kilo of REs against US$7 from China using figures from a consultant, James Kennedy. At least Lynas got mentioned.
    The overall gist of the article is that China can produce magnets much more cheaply than can be done in the West.
 
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