ARU 2.50% 19.5¢ arafura rare earths ltd

US / Euro Tariffs - Forecast Effect on NdPr Oxide Demand/Supply, page-2

  1. 2,415 Posts.
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    There is many days of work in that one SS. Thanks for posting, and taking the time to model. This is way bigger than the industry has given credit. The flow on effect will see much scrambling for our product.

    Basically, we have a supply shortage of +40%, augurs well for contract prices we receive as well.


 
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