https://www.agenzianova.com/en/news/malaysia-prime-minister-anwar-we-have-sent-a-request-to-join-the-brics/
And now LYC becomes a supply risk… is there any ex-China supply of RE on this planet?
LYC not related to China, but definitely becomes a risk, with processing in Malaysia who is attempting ties with China.
The US need a several supply sources… adding further to the ex-China price decouple I suggest.
This gets more interesting for every day that passes!
Thanks @patar
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