Thanks for an explanation od Supply & Demand 101 that completely misses the point. To quote the article: "The initial focus of the collaboration will be on creating a North America- and Europe-based supply chain of vertically integrated magnet manufacturing ..." That "big lake" you refer to is basically Chinese supply. ROW supply, the focus of this partnership, currently consists of Lynas plus rounding errors. The likes of MP and Iluka don't count as their ore is processed in China.
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