MP exported 15kt concentrate 2018, ~8kt TREO, by both US export data & Chinese import reports, suspect 36/48kt a social media number.
10% of MP is effectively a Chinese asset, even the Donald will tread warily around that one, classic example Dragon's claws, and it happened on his watch.
While MW relatively low Th/U MP is lower again, so certainly not an issue for intn'l transport and certainly not the Chinese.
However California is to MP as Malaysia is to Lynas, noisy watermelons.
MP exported 15kt concentrate 2018, ~8kt TREO, by both US export...
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