2017 over supply myth busted, page-35

Each day it gets louder.

Next offtake will be interesting indeed.

I wonder if GXY and their customers may consider a 3 year deal at a premium?

As with all things high prices hurt customers in the end.

Rare earths being a similar story.

Lynas strategy was to move to longer term sale prices...I am not hosing down prices.

But I prefer a win-win negotiation? Customer pays a little more for certainty of supply and prices.