https://www.reuters.com/business/us-set-impose-tariffs-china-evs-certain-strategic-sectors-bloomberg-reports-2024-05-10/
Very good!
Whilst this battle/divide continues. And considering there is very limited genuine supply outside of LYC/MP to supply the west, and further considering LYC have been spoken for by Japan, and very limited supply to support the US. Then this leaves a massive gap in the market for the rest of the western world supply…like, no one is there to supply!
Anyone who comes online that is ex-China (something ARU has made completely clear) will be in a very strong position for a long time. After all, there is no ex-China supply coming online to fill this gap.
This keeps getting better every day on this investment.
Arafura Rare Earths Ltd, page-551
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