You got me thinking Qoka. Im wondering if the mantra that Chinese are shutting down illegal RE operators or thats just a stageshow to legitimise them with the RE industry worldwide. Id boldly suggest they are doing very little and they have capacity above what they actually declare in their RE conferences. Next one in April 25 from memory, Shanghai. Just gut feeling but the manufacturing output using RE just seems to be rising higher than the RE increases they tell us. Didnt the set RE output go up officially 20pc last announcement yet put aside EVs , wind farms are on the increase too. IMO, they have more oxides , ndpr than they are saying. Africa exclusively is supplying China as well. Hence the low world oxide prices. JUst my take on things
LYC Price at posting:
$5.69 Sentiment: Hold Disclosure: Held
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