Looking at my LinkedIn inbox from people in Ree that I follow it is apparent that the world will need way more Ree than China can supply. I think I remember a number like 100 million tons p.a. of which Lynas could account tie for say 20 million, UUUU Energy maybe 15 million and the rest? Europe just released a study that summarizes demand quite well. Not sure it is within China ability to ‘control’ something that will take international coordination and cooperation to achieve an energy transition. My money is on nuclear, wind, and Lynas! Why would anyone invest in anything besides the energy transition supported by governments around the world!
LYC Price at posting:
$7.20 Sentiment: Buy Disclosure: Held
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