Interesting video in general, however REEs begin approx. 13.20min and among others discusses issues regarding Lynas and the possibility of not having its processing facility permits extended in Malaysia due to environmental problems. Which could or will interrupt processing the ore coming out of their mine here in Australia.
Also discusses/eludes to a return in demand to the Western World REE sector pending a gap if Lynas does not get the facility it is or intends to build here in Australia. There's no discussion about IXR however it is an interesting video covering various miners/explorers.
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