LYC 1.30% $7.61 lynas rare earths limited

China Syndrome, page-5

  1. 491 Posts.
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    Correct. My post however, was speaking more to the reason(s) for our recent and disastrous price decline.

    4.2K vehicles vs. 50.0K units per month ex-Tesla Shanghai, due to the continuing COVID lockdown is a devastating result, and obvioulsy has a negative impact on the use (demand=price) of RE.

    Market share in China vis' a vie Tesla is no matter of mine. As Tesla does not buy from LYC. The growth you point out in total EV production is more compelling. GLTY
 
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