With recent tariffs, subsidies and mandates, the industry is factoring/modeling expected increase in pricing.
This is not just myself, but this was forward to me today and is from an industry peer in the rare earth space. The reason this is being done is due to both price and supply decouple.
We are genuinely moving into a new era in this space, and therefore augurs well for LYC going forward. This is an example of new pricing contracts.
News: LYC Rising demand for responsible rare earths is not lifting prices, says Lynas, page-114
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