There is a decouple happening, right under your nose.
What do you think a 25% tariff does? What does a 10% production credit do, what does negotiated contracts above spot price mean to you.
What does 35% Euro removal from Chinese supply mean to you. What do Euro tariffs mean?
It’s a clear decouple, if you want to use another word, go for it. But I will continue to describe this as a decouple whether you like this or not.
There has been clear modeling complete to show the 70% deficit. In the western supply chain. China can keep the eastern supply chain- no decouple on that front. But, LYC will join the western supply chain. No issues there.
Good luck with your holdings, sounds like an eastern supplier concern to me.
ARU Share Price, Short & NdPr Price Trends, page-43
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