Rather than come on here all guns blazing criticizing people.
Is there any chance you have reviewed any modeling of what the tariffs, mandates and subsidies are doing to the supply chain on the western front?
It takes about a week of work, but well worth the modeling.
Im sure @suitsurfer would be happy to go through this with you. I’m happy to set up a zoom with yourself to go through.
News: LYC Rising demand for responsible rare earths is not lifting prices, says Lynas, page-20
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