Not even remotely close:
https://www.researchgate.net/figure...1-as-an-example-of-supply-risk_fig2_259420442
Was quite common to express prices in terms of Chinese domestic vs Chinese export as ROW could value add at a level that closed the gap, but that didn't last so long or strong post 2012.
Lynas basket price illustrates the speculative blowout in published export prices vs real world transactional prices China domestic on which 99% of volumes move.
Post spike that gap narrowed to represent tariffs & VAT, now just VAT, but ROW no longer has the ability to add greater value thru the middle supply chain, and at barely 10% of Chinese volumes.
Next 5 years is all about taking that value add all the way thru to final product, and building similar levels of mkt share. Who's going to stop them?
Drop in LYC Stock Price, page-10
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$7.69 |
Change
0.080(1.05%) |
Mkt cap ! $7.187B | |||
| Open | High | Low | Value | Volume |
| $7.67 | $7.78 | $7.63 | $9.690M | 1.258M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 46595 | $7.68 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.69 | 45838 | 3 |
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| LYC (ASX) Chart |