Undersupply of magnet rare earths to hit 60,000 tonnes by 2030
Recent article
Even if figure is not correct can anyone see practical substitutes ready for large scale use?
Plenty of room for many more mines & magnets
Surely DZP is on track to coincide with upcoming shortfalls?
KMP, KSM & ASM positioning nicely
Hopefully patience sees offtakes soon & DZP mined before 2030
News: ASM Vietnam boosts rare earths output by tenfold - data, page-7
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