Yea, take your point.
Like may companies, and some very well known ones, they produce to market based on price for any particular market. Mitsubishi have two lines of AC. One built to price for the consumer market and one built more like a tank for the installer market. One of them is very highly rated within the installer industry, and the other has s**t reviews. Does that make their cars bad as well?
If they are marketing for ROW 99.9 Cerium, do you think customers are not checking the purity and dealing with it. If they are ISO certified and have been supplying for some years I'm aure customers have accommodated the situation.
Now if you are calling out that they re not supplying to grade then that is a valid point for LYC and Moly to supply the ROW market. That is a big call to make - is there any documented evidence to suggest this is true? Is there any documented evidence to suggest ROW customers are paying a premium for REE sourced outside of China?
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