You did well. I was intrigued by the DT panic at days end. Just mention the prospect of a future CR ... lol. CR CR CR!
They will need the SP a lot higher before they do a CR in my view.
I'm not a mining FA'er, and rely on the goodwill and honesty of those with those skills.
But I do expect that REE's are the next Li as they dramatically improve the performance of EV's, particularly performance EV's and reduce the need for larger batteries, and extend battery range etc.
China has 90% of REE's but that's of known REE's, currently.
Here are a couple of articles worth considering.
https://www.reuters.com/business/autos-transportation/automakers-cutting-back-rare-earth-magnets-2021-07-19/
Even with these decreases, IDTechEx expects the neodymium volume demand from battery-electric vehicles in 2032 to be 11 times the demand experienced in 2021.
https://www.thebuzzevnews.com/rare-earths-ev/
And - the alternative to REEs in motor is a lot more Cu ! lol
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You did well. I was intrigued by the DT panic at days end. Just...
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