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clock Created with Sketch. 18/03/23
11:13
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Originally posted by jayszip:
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Almost every minung report suggested that China would go into major surplus of RE, in 2023 as this was the first year in three, that Golden Week literally closed down the country for 10 days, as the ZERO COVID policy ended. The over supply of RE based on this factor alone had an impact on prices, as demonstrated in the 3 month chart of LYC vs REMX, which otherwise tracts each other much more closely.
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It’s certainly going to be interesting seeing what an unshackled Lynas looks like. It’s been well overdue.
(20min delay)