Ann: Lake Dianchi & Catchment - New Project Area, page-97

PET is a regular purchaser of lanthanum chloride and has a longestablished supply chain in China.

Despite international concerns regarding US / China trade negotiations in relation, inter alia, to rare earth prices and supply, PET is confident that it will have no difficulties in relation to the supply of lanthanum chloride to meet the company’s future production expectations.

The above statements make me think that if and when US get there stuff together they will more than likely be exporting product from China. China has the production and first mover advantage and for the life of me I cannot see them giving away this export opportunity without a big fight. As long as dollars flow into Aus bank acc we will be very happy with that scenario imo