LYC 3.39% $7.41 lynas rare earths limited

db report misreads recent price implications, page-12

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    Anyone happy to share his/her thoughts over the demand of REEs in the near future?
    When prices were high and export quota put into place by the Chinese, there was a substantial move to find cheaper non REE alternatives. Now that the REE prices are low and are forecasted to remain low, what about the cheap non REE alternatives. Are they still cheap compared to current REE prices and will they affect demand in the future?
 
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