Ausheds
"I'm certainly not a member of any $4/6 club as my research suggests that LYC & MCP stage 2's have the potential to bring supply/demand into balance 2013/14 and therefore basket prices will come off their current highs once this becomes apparent and I believe all forward sales contracts are set at market price"
As a matter of interest from your research on the supply/demand balance in 2013/2014 is the World demand (other than China) for REE'S in those years and what do you forecast China's contribution to this demand?
According to LYC presentations the world demand forecast for 2014 is 190,000 tonnes.
next week what the charts say, page-24
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