NdPR price, page-443

Rubbish, Lynas is single handedly holding up 99% ROW NdFeB production right now, and more than capable of meeting ~2.5x demand IF various Govt's get over their feeble mindedness and provide just a fraction of the support the Chinese State provides to its RE industry.

Clearly you have no understanding of metal mkts where generally a hedge is available via LME or similar to offer security against finance. Simply doesn't exist RE where China controls 90% downstream and Lynas has virtually all the remaining ROW customer base, and with the ability to expand production of the magnetics 2.5x will do so for the immediate future.

Your "A magnetmaker must arise" sounds like something straight out of Lord of the Rings, rather than filling this forum with useless nonsense go try and learn something of the very determined & well resourced opposition, perhaps this will help:

https://www.asiaone.com/business/jl...rd-sehk-offer-price-between-hk3380-and-hk4030

Lot of interesting data if you have the base knowledge to extrapolate, and as a sidebar:

"Company employs its proprietary GBD technology to achieve mass production and develop high-grade products for Energy-saving VFACs sector and NEVs and automotive parts sector that substantially reduce the use of medium and heavy rare earth while maintaining high performance. According to Frost & Sullivan, the GBD technology can generally reduce the use of medium and heavy rare earth by 50% to 70%."

Expanded ROW NdFeB capacity on a significant & sustainable basis is going to take significant Govt support, and likely multi Govt, certainly multinational support, and despite the copious rhetoric nothing nothing of consequence has materialised to date, not even USG support for Lynas HRE or LRE.

Lynas already HAS the customer base to warrant it's expansion ~12ktpa magnetics, no other even remotely close, certainly needs no peers, ONLY the expansion of ROW NdFeB capacity will draw economic resources to fill a vacuum, even then with Govt support.