We cannot look back. IMO the boat incident that was the catalyst for the 2010 run up is different today. Western guvs still concerned about diversification of supply but market is more mature with demand generators having emerged and some on the horizon. Since then carbon agenda has matured, wind, EV’s etc. going into extreme growth mode. New technologies emerging as further demand generators such as maglev trains, robots in every home etc that are just getting started and are unpredictable on the upside. Look to the future and don’t look back
Deciphering Lynas, page-431
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