Shin Etsu supply into keiretsu with a strong emphasis on robotics & automation, Thailand is a metal maker that tolls Lynas material for the Japanese mkt, obviously Lynas earns a premium outside China, AL has made no secret of their efforts, and success, in developing ROW mkts, and well beyond NdPr.
But Lynas needs more to develop the scale to keep in touch with the Dragon, it is plainly going to have to take some of its mkt.
Shin Etsu supply into keiretsu with a strong emphasis on...
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