https://www.marketwatch.com/amp/story/us-and-china-plan-talks-on-economics-including-manufacturing-overcapacity-issue-yellen-says-4eb2bbc3
Deciphering Lynas and China. Seems pretty clear US and allies will not allow green industries they have nurtured and subsidized (including Lynas) to be hollowed out by Chinese overproduction ultimately resulting in a security issue for the west through creating supply chain dependency on the CCP. Good strategy for CCP but simply not going to happen. The stick will be tariffs.
Deciphering Lynas, page-1204
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