LYC 0.33% $6.07 lynas rare earths limited

Thanks for the reply. Bailouts and cash infusions are one thing,...

  1. 362 Posts.
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    Thanks for the reply. Bailouts and cash infusions are one thing, security of supply is another. Even if China back down now, what's to say they won't raise it again in the future? Moly I believe wasn't operating when any of this was an issue. There is even potential for external markets to the US looking for secure supply of both raw and downstream materials. As I've mentioned in a previous post, as a manufacturer myself (cabinet maker/joiner), I'm willing to pay a bit more for materials from a decent supplier with a good rep for piece of mind, tracability of product and solid availability. DOD contracts seem to be, from an (my) outsiders point of view, a bottomless pit of cash when in the name of national security
 
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