Lynas already receives a price premium from some of its customers. Not sure it’s really worth shouting bout though.
I believe the wannabe producers are overstating their offtake prices. From what I have observed to date, pricing mechanisms are based of China spot prices.
Then you’ve got the wannabe influencers running around here claiming they have done the modelling and theres going to be huge ROW REO supply deficit and price decoupling.
I find it fascinating how all of the wannabe producers have managed to reduce CAPEX by hundreds of million of dollars to make their projects appear more viable.
The REO sector hype is alive and well…
Interesting, page-281
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