Stock price, page-182

well my view is that chinas economy and that demographics are important - China was/is dependent on exports because most of its population were born in poverty and hence don't spend but save. only the young tend to spend. the one child policy means about 60 million more men than women. men spend differently than women. their population and so consumer spending is declining. they have a falling workforce (starts declining late this decade and down 20 % to 30% by 2050) as the population ages. hence the need for efficiency and robotics to keep gdp growing and maintain their tax revenue which needs to adjust to maintaining the aging population.
They are totally dependent on exports and will be more dependent on exports because the falling workforce aren't going to spend as much as the current workforce level - less of them - and the elderly tend not to spend - but their supply chain threats have backfired with the west looking to develop alternative supplies for critical resources.
the over production of rare earths and other commodities is an attempt (in my view) to make it less economic for start up alternative suppliers. however less exports and lower commodity prices are contributing to deflationary pressures - great for consumers but not so great for the economy - which they are exporting (deflation) in an attempt I grow exports - so hold onto your hat because we will also need to reduce interest rates to encourage growth and consumption. however lower commodity prices also help grow the mkt. which will ultimately be good.
China is pretty much stuffed. its local consumption does not support its economy so it needs to export to the west to keep growing.
remember social unrest is their biggest worry and its less likely as the economic cake is growing
the only alternative is to invest in Infrastructure and housing - there are still a lot of Chinese that need new and modern houses
the conversion to green energy and EVs is also critical to China - their pollution and air pollution is horrific - hundreds of thousands of Chinese die from respiratory issues caused by air pollution in their cities - they need to clean up - and they started decades ago - they have restrictions on petrol powered motorbikes in cities (air and noise pollution) - only Electric powered bikes are allowed in most big cities - at some point that restriction will also apply to cars and trucks - it's just a matter of time
so China will stimulate the clean energy mkt - it's a no brainer

Lynas is a great investment
the world needs Lynas
the west needs Lynas
demand will quickly pick up the over supply
the west (Japan and USA etc) will never allow Lynas to sink - it's like a government secured bond

all my opinion of course - just sharing my view of the big picture