Quite obvious China was maintaining artificial prices up until the bottom fell out of demand, prices just don't collapse in a few weeks in legitimate markets. True demand now has DyO back at 1230 yuan, as at last Sept, will be interesting to see it fall below $185kg as NdFeB manufacturers in China catch up with Japanese deletion tech, particularly as the leading companies don't seem far behind.
NTU Price at posting:
7.5¢ Sentiment: Sell Disclosure: Not Held
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