No hype, there will be a 70% supply deficit on the western side chain.
It may serve you to model this considering the tariffs, mandates and subsidies.
We all have our own opinion though, depending which side of the supply chain you sit?
LYC absolutely will receive a premium above the spot price (at worst 25%). They will decouple, and it’s wishful thinking if you think they will not get a premium.
News: LYC Rising demand for responsible rare earths is not lifting prices, says Lynas, page-13
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