IMHO, maybe the likes of VHM, Peak and Vital Metals (even MP re., their original need for processing) are now recognizing the reality of the RE sector. Only a very few RE wannabees will get prime mover status and ROW support from both strategic and/or major private backing. The rest now focussing on mining only goals (not downstream dreams) may have only China as a remaining potential knowledge and financial support (and this too will be only a handful or so). The race remains on in the ROW RE sector.
So Where Does the Binding Offtake Agreement with VHM leave PEK?, page-2
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