That link was a road to nowhere. Sorry. The Aus Fin Review has an article on wind farms being wound back by Hans Leeuesen due to rising costs and other variables. Google wind farm news and up it comes . Have to give CJ credit here as unfortunately I've read a few of these commentaries. As for EVs within five years, whatever EV demand there is, China will win that race again unfortunately as the EU is finding out. Question though. Is Lynas really relying on these industries solely. I have some investigations to do myself in the next 12 months. Any trends next year whether up or down in REE sales over a next 12 month period will probably shape the next three years. I can't conceive myself working out 5 years ahead.
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