The price of crude breaks through $70 for the first time in a long time. Relevant to Lynas how?
Increases economic justification for shifting diesel and gasoline fleets to electric drive.
E-buses, e-trucks seeing strong growth, not just in China.
Demand for EVs => Demand for NdPr => MASSIVELY relevant to Lynas.
What looks better: City smog or offshore windmills? Wind energy => NdFeB demand => Relevant to Lynas.
Phosphors? Rare Earth Salts? Not relevant.
Bose? Not relevant.
Chinese production quotas games? Not so relevant.
48VMHs? Not so relevant.
What else is he hyping? Probably not relevant.
Lynas customers? Anyone? Apparently not relevant; SMH. AYFKM?
What else might be relevant? Condisoil approval?
Malaysia's Election May Not Be a Done Deal After All
By Y-Sing Liau and Anisah Shukry
May 6, 2018, 5:00 PM EDT
https://www.bloomberg.com/news/arti...a-s-election-may-not-be-a-done-deal-after-all
Let's talk about what's relevant .
The price of crude breaks through $70 for the first time in a...
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