LYC 0.34% $5.93 lynas rare earths limited

Xi Jinping’s Economic Plan, page-16

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    Voting for either is madness. Dems and republicans have shifted so far to their extremes - communism/woke-ism on the one hand, religious politics on the other (e.g. abortion rights) - leaving a huge void in the middle. The two party election is dead.

    Enter RFK.

    Regardless who wins, I suspect protectionism (or anti-China) is likely to continue, favouring US/friendly critical minerals production.

    ps I've noticed spod has started ticking up.. NdPr is likely to follow.
    Last edited by mikaj: 08/03/24
 
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