Seeking Alpha, page-12

Actually demand is up. . What people do not seem to realize is that Supply has been down severely since covid raising prices. Then the electric problems in China caused by Coal Now even Lyna's output is coming up (ignoring the small water problem. Lynas did the right thing with water they decreased everything except NdPr a lot so NdPr was only down 10%.

People love to just talk about demand because PM growth will fix that. They will never get just how much over supply there is till they start looking at supply. When prices change a lot look for the volatility! That is the problem, this is taught in Economics 101. Last 3 years Concentrate has the highest beta. Followed by Oxides Followed by metals and Magnets have been relatively stable.

Until people figure out what is actually causing changes, they will never understand what is happening.

Same is true of stock prices Lynas went way up far above its FMV. People said because it is going up then yesterdays price had to be correct. Now that it is coming down they do not get why and expect it to return quickly.. During Dot. Com Amazon and most of the dot com stocks fell 80 to 95 %. . It took Amazon 9 years to get back to its pre dot com price. I pick Amazon because it is probably the most successful of all the DOTCOMs. It was actually down 96% at bottom.