1. Has the EU mandated a 35% supply chain diversification away from China?
2. Is there a 25% tariff planned for US rare earth industry on Chinese product?
3. Do both of these items suggest the west is planning on diversifying away from the existing Chinese monopoly and manipulated spot pricing?
4. Does Australia and the US both provide subsidies and importantly production credits to reduce the cost of production to support domestic business due to Chinese spot price manipulation?
5. Does this, or any of this suggest to you a decouple?
6. Is China in recent weeks suggesting via media that it’s in the wests best interest not to decouple? Also, suggesting China believes the west is making the first steps to decouple?
These are questions I have asked you in recent times. None of which have been answered…
LYC Price at posting:
$6.16 Sentiment: Buy Disclosure: Not Held
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