The eastern supply market and price is no longer relevant.ie it’s no sense in looking at the Chinese spot price, when you are about to completely decouple.
https://hotcopper.com.au/threads/news-lyc-rising-demand-for-responsible-rare-earths-is-not-lifting-prices-says-lynas.8060258/page-7?post_id=74417337
“Conclusion: forget the spot price, the economics have been remodeled, particularly for those that have a genuine agenda, not a paid agenda on social media.”
https://hotcopper.com.au/threads/patience.8047788/page-11?post_id=74292894
The eastern supply market and price is no longer relevant.ie...
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