The chain is so long I do not think you could ever know for sure where REE came from. If you knew for sure It had Japanese magnets then maybe a little but even these use primarily China REE because Lynas production can not keep up with Japan's Demand.
18 ~ 24 months from now we will know GM is using all of MP's product because they will own a part of MP's metals and manufacturing plant in Texas. The name plate of this plant says it will only supply a fraction of what I expect GM will need at that time for magnets.
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$10.73 |
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| Last trade - 16.10pm 25/07/2025 (20 minute delay) ? |
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