China is and always have been an important customer of ours.. around 25% of our revenue is from sales into China. Here is a look at 2021:
Vietnam and Thailand are more or less proxies for Japan, so close to 70% of our revenue is Japan-related. I have an inkling China may, in 2022, move towards 30-35% of our revenue (not because Japan doesn't buy our product, but because China will want more and more of an increasingly valuable SEG, and separated Nd/Pr - and I know China buys a big chunk of our separated Nd/Pr).
Also worth pointing out, Eu is (from a low base) becoming a destination to keep an eye on (growing 50% yearly the past couple of years).
EV news, page-1648
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