I have no expectations what so ever, on what will happen. I have...

I have no expectations what so ever, on what will happen. I have said many times "Time will tell" I do feel that anybody that is expecting skyrocketing prices outside of China to create much better prices for Lynas than what they have seen over the last 34 months has a 50 / 50 chance of being right or wrong. I would never bet my retirement and my children's inheritance on those odds. Global markets have a way of balancing. This is never fast but it does always happen. The longest any market has stayed out of balance, that I can think of, is oil stayed out of balance from early 1970s till almost 2000. In spite of Opec it to came back to balance and to day is lower than when I first started driving. 1966, 33 cents a gallon inflation has been 10.15 from then till to day so 33 X 10.5 is $3.45.
Around me gas is 2.75 to day. Even my MB which uses High octane is only about $4.00. I find it interesting that my 2019 GM Arcadi which gets about 34 MPG and my 2025 MB hybrid which gets about 40 MPG cost the same $ amount / mile. If I think back to MY first car in 1966 a VW bug only achieved about 25 MPG so both my cars do far better than the BUG did on a $ PM. Especially when i compare creature comforts and handling. Amazing how technology over the long term lowers all costs.

New more efficient processing methods for REE will improve yields especially at lower concentrations in oar. New discovery methods will find a lot more REE. Look at the last 125 year for crude oil. Many have said for over the last 100 years we would run out of oil in a dozed years the price is the lowest it has been in 75 years, inflation adjusted $ and reserves are the highest in over 75 years. We owe this to fracking for reserves and cracking replacing distillation for refining, Other things as well.