i understand NC's idea that manufacturers want a good and consistent supply which should increase the use of REE's (which has been repeated on here like a broken record) but i fail to see how 50 companies coming online and over supplying the market as fundamentally being a good thing for lynas...
if there are in fact billions of tonnes of REE's on the sea floor and someone figures out how to mine it at a low cost, i dont see any fancy words from NC being able to turn it into a positive for Lynas...
its probably best not to over-complicate basic supply-demand theory...
is this a problem?, page-11
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