Found myself eating lunch at Charrito's in Weehawken this past weekend. Top tier, beautiful view across the river.
Supply security is everything. It's absolutely everything. Utter nonsense suggesting demand will take off when there's no supply security and one very powerful global power creating havoc in the supply chain.
Lynas is just one company with one hole in the ground feeding one refinery which is priority controlled in its entirety by one global consortium who has every intention to completely consume the magnet metals themselves.
There is less reason for Japan to export magnets than for China to do so.. Nobody can make billions from millions by exporting upstream low-value-added REE products. Japan will make EVs and robots with Lynas mag metals, or they will wither in the Sino-sun.
I would like to hear ausheds outline his logical REE or NdFeB demand growth estimates from the soon-to-be US microcap-driven DyTbNdPr-enabled industrial resurgence.
LYC Price at posting:
$2.47 Sentiment: Buy Disclosure: Held
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