Good reading. Was it only 2010 when China manipulated rare earth...

Good reading.

Was it only 2010 when China manipulated rare earth prices to scupper Mountain Pass in US, Lynas was also near death then. US Department Of Defense sorted Mountain Pass out and the Japanese funded Lynas. Thats 13 years ago, lots of water under the bridge since then. The lesson well learnt then.... do not look at critical mineral price at any given time, rather look at who owns them and who can hurt you through that ownership.

I am always drawn to how similar in general terms nickel sulphate refining is to cobalt sulphate refining, different in detail of course, but not miles away, so to speak. BHP produced their first nickel sulphate two years ago and that from a build including the Covid era.