I think Lynas is on pole position. No supplier of any seizable Nd volumes outside China is even close to production. Musk has an important role in the new government when it comes to EV. Without any doubt he knows with his EV background the REE supply chain challenges and will advice accordingly. The HRE production will start from a running production process and not a green field like LAMP. No doubt AL will (have to) accelerate the SOP. And she will be quiet about it. Exciting times.
LYC Price at posting:
$8.02 Sentiment: Buy Disclosure: Held
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