Thanks for the analysis 2ic. What is your take on the affect of the inflation reduction act on rare earth projects (applies for other Battery and critical minerals as well). The move away from getting rare earth and associated products for the electrification of everything won’t that create issues with pricing… Demand for China production/products will decrease thus affecting price. But FTA countries production will increase? How will this resolve with price, it’s almost like dual pricing will come into affect. How will this be resolved, through long term preferential price via offtakes for FTA countries and lesser spot prices for china production?
I might be off the mark here but interested in others views.
Thanks for the analysis 2ic. What is your take on the affect of...
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