Arafura Rare Earths Ltd, page-1039

Here is China’s view on the decouple; and if it wasn’t going to happen; someone may care to explain that to China.
From this article, China found the need to have its state backed media beg to the western world to not decouple.

https://www.globaltimes.cn/page/202406/1313617.shtml


Simple economics will suggest; a supply deficit will inevitably mean an increase in price.

A few more items that support a price increase;

- EU mandate to release China from 35% of supply
- US tariffs that increase price now by 25%.
- ARU shown in July presentation the ex-China supply deficit is way bigger than a Nolans project.

Direct or indirect price decouple; it’s here to stay.

We have repeated this topic for 8 weeks now. We will only find the answer in the weeks and years to come. This entire space only heated up since geopolitical tensions heated up in recent times, and recent government intervention. Including Australian 10% production credit and $830M government support to ARU.

No amount of debating on here matters. As we don’t decide the pricing structures, that happens external and due to geopolitics and economics. That action is way bigger than a HC poster.

Surely, we don’t have to continually bore people with this debate any longer.

Well, if we do. I have just copied this post. As I’m not a paid downramper with unlimited time to answer to people attempting to discredit my entire person and work life because they disagree.

FYI; this is not me saying I will get into your childish back and forth Troy, as it’s very clear, from all your attacks on people, that you need the last word. Back on ignore for next week, while you attack me again.