China, page-7

One would think an article - commentary on Chinese Govt concerns over REO pricing would have a very positive effect on Lynas SP as being the only alternative dominant supplier. The irrational thinking of investment is always strange - some have seen it as - oh no the reo prices are heading down - that will hurt Lynas bottom line. Others would be thinking wow - this has a long way to run yet if Chinese Govt are going to a few big producers (some state owned I expect) expressing concerns. Reality is anything materially developing in curtailing the REO price growth is simply not going to happen for some time - if at all given the "continued overwhelming demand for REO'S" and the total lack of suppliers.

Just as with Iron Ore - where else can they get quality/volume. Like the Coal they tried to sanction - left sitting in ships at sea in front of ports in China refusing to unload - what happened there China? Copper - Bauxite - graphite (for which thye control 80% but have now become net importers) - niobium you name it - try as they may - they can not control it. Not to mention de coupling supply chains that ROW wants - especially reo's and graphite. Look at the AUD - simply says it all China and REO'S are no different to high demand of other Aussie commodities. ROW want/need diverse supply and RELIABLE supply.
Sorry for anyone selling on concerns of this Chinese Govt story. I will jot down current prices - revisit every month for coming couple of years.

Anyway not a lot of powder atm the moment but happy to be a buyer today.