Arafura Rare Earths Ltd, page-1082

I wanted to follow up on page 12 of the presentation with regard to the seaborne pricing index;

Ie what would a world away form the manipulated Chinese spot price look like?

My view, if contracted at reasonable prices, then no need, the price decouple happens by default. If we have plenty on the spot market, given the deficit shown here, and if others get on board. Then they will definitely establish a new market that is fair and reasonable. Ie ex-China supply is rare and very much sought after.

Above is ARU response and below is their presentation discussing the seaborne pricing index. Refer my question 27 in the picture above.