China, page-2

The Chinese "authorities" have done this regularly over the years with no material effect on commodity prices. They said the same with Iron Ore a few months ago as one recent example. The demand/supply for a given product dictates supply and their will always be huge investment by Chinese traders investing - profiteering in futures and stockpiling. Just the Chinese govt green investment is just absolutely phenomenal - and as we know when they do something it occurs at massive scale very quickly and for this shift it will remain for a very long time - which means a sharp increase in commodities required for a prolonged period - the traders (not even speculators as it is confirmed) know this and invest/stockpile/trade accordingly.

Chinese are cleaning up (shutting down) domestic dirty supply chains in reo/graphite producers that reduces overall supply - when domestic and global demand is increasing substantially - that can only result in higher pricing - which of course it has. The only way is increased production/supply - from where in short space of time? Lynas as we know are investing a lot to increase their supply capacity which will still see shortages of supply.
The Chinese disruption from dirty supply chain from Myanmar also weighing heavily. The Chinese new normal of dirtying someone elses global backyard for huge supply needs of all minerals is unreliable. All to Lynas advantage.