https://www.copyright link/companies/mining/china-warns-winter-is-coming-for-iron-ore-miners-20240814-p5k2fv
This article is about iron ore. However the rare earth downturn in REO prices has to also be partially subdued in synch with iron ore. Both minerals are in oversupply and IMO the current pricing has to remain as is. China is still going into a further downturn as this article articulates. REO falling further is a real concern to my LYC holdings.
Interesting, page-350
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