Can any HC poster verify or comment here. As Qoka commented the Fortescue CEO announcing. trillions of dollars spent on RENewables last year by China Yet we talk in air conditioners [figuratively speaking]. I'm hoping diversification from China could bring the volumes of RE required from Lynas but it seems the Chinese renewable manufacturing is getting logarithmic in comparison to the USA and the west. China must have huge amounts of RE to manufacture these WT magnets AND keep the ndpr oxide prices at these lows. Open to thoughts.
EVs and Wind., page-157
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