Here they all come,
Did you review any of the detail, and understand there is credit on phosphate and also floors in contracts…
You may also know that supply ex-China is limited, and the western world has a mandate to source ex-China. It’s no longer a monopoly.
Further, you would also understand that production is two years and spot pricing goes in cycles.
Forward thinking.
News: ARU Australia to provide $550 mln for country's first rare earths mine and refinery, page-5
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