I disagree with quite a bit of what was said there.
I think the supply/demand dynamic is way more bullish than discussed and the point about "if rare earths are too expensive" then they are just replaced with something else is way too simplistic.
I can't imagine car manufacturers could just flick a switch and all of a sudden rare earths could be replaced. With what?
China dominates the industry but the west wants its own supply chain.
Lower quartile producers like VMM will be very profitable IMO.
Ann: Globally Significant Maiden MRE for Colossus IAC Project, page-315
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