Regards the US-China talks, having an impact on Lynas' SP this week, I think the US automotive industry will get a break from the Chinese but not too sure about the defence oriented companies.
If this is the case, it will probably fast-track Seadrift and those magnet projects required by Defence. Can't see the SP dropping if this is the case.
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9.510 | 4818 | 16 |
9.520 | 24694 | 39 |
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