The orange one appears to have done another TACO deal. Who knows what he has chickened out of to appease China for now. It appears the flow of rare earths is on again. The guy didn't realise China held a much stronger hand when he blundered in with his tariff strategy.
Two things for Lynas investors: 1. More rare earth use is better for global demand and 2. If customers and governments are stupid enough to trust in cheap, secure, reliable supply from China forever, then the deserve what they will get.
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