All ARU offtake agreements signed to date are based on China...

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28/07/24

23:06

Post #: 74953727
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Originally posted by Birchcorp: ↑

Let’s break down their comment from ARU: so not misinformation. My original comments have been supported, with regard to price decouple and going forward; this will accelerate.

It’s my personal view; and I believe I am entitled to that.
Seaborne Price Index: A seaborne price index refers to the pricing of commodities (such as rare earths) based on transactions involving shipments by sea. It’s a benchmark for assessing market prices.
Accelerate Transition: Arafura suggests that supporting a seaborne price index will speed up the transition to a more transparent and functional NdPr market. Here’s what this means:
Transparency: By using a seaborne price index, market participants can have clearer visibility into pricing mechanisms, reducing opacity and promoting fair pricing.
Functionality: A well-defined price index helps create a more efficient market where buyers and sellers can make informed decisions.
NdPr Market: NdPr (neodymium and praseodymium) is critical for various applications, including electric vehicles, wind turbines, and electronics. A functional NdPr market ensures stable supply and fair pricing.
In summary, Arafura believes that adopting a seaborne price index will enhance transparency and functionality in the NdPr market, benefiting both industry players and consumers

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All ARU offtake agreements signed to date are based on China prices.

No price decoupling. Lynas Q results confirm this fact. That’s the reality over your fantasy.

They are some pretty charts you got there. Notice it mentions Adumbass intelligence as a source. Show me one accurate forecast from those jokers over the last decade. Believe they are paid by the wannabe producers to pump out those fantasy forecasts.

Typical RE sector ramper…
ARU Price at posting: 17.0¢ Sentiment: None Disclosure: Not Held
3 Upvote

0 Great analysis

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