Hyundai, what happened?, page-7

They're happily inking deals with ARU. They did that big offtake a week or so ago, that put a fire under them.
I'm not saying that just to be sarcastic. I mean Huynadi are keen to get on with it. They need the REE all of the Nd/Pr, Dy& Eu.
I'm pretty sure if we can churn out the NdFeBr for magnets and the Ti/Br alloys their manufacturing will utilize them too indirectly if not directly.

I was taken aback by India's & now Indonesia's Plans/ promises at COp 27. (Even though I'd heard the latter before). having reasonable ties and thus experience with those countries I thought there were B/S but observing the rate of progress but my view is changing. I'd talk about the companies actually doing the feasibility studies for thes projects. The long lead to the pipeline but I'm just as happy to say Wood McKenzie (and others') projections are sound if not conservative.

Anyway, I've put my money where my mouth is. Sounds like during the week BHP did too. And the conservative careful way I expect from them (as I'm trying).

All IMVHO.