'Surprisingly low prices', muted demand growth and customers unwilling to pay a premium for ESG, responsible production translates to 'nothing good for shareholders at this time.' Continued low share price until big boss China allows higher prices. So much for outside China customer support.Not sure why Amanda is surprised at the low prices, someone tell her it's Chinese manipulation. Unless there are floor prices, this will continue.
Ann: Rare Earths Industry Association Conference Presentation, page-2
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