That is an interesting article, thanks for posting. Let's hope...

That is an interesting article, thanks for posting.
Let's hope this puts some fire under the Nd Pr pricing. Would be an industry disrupter if China does the same to Nd and Pr exports in their market update this month after restricting Gallium and Germanium exports which are used in chip manufacturing in April this year.
I feel this space of export restrictions are getting hotter, the quote below from Nikkei Asia in April this year:-

"BEIJING -- China is considering prohibiting exports of certain rare-earth magnet technology in a move that would counter the U.S.'s advantage in the high-tech arena.Officials are planning amendments to a technology export restriction list, which was last updated in 2020.The revisions would either ban or restrict exports of technology to process and refine rare-earth elements. There are also proposed provisions that would prohibit or limit exports of alloy tech for making high-performance magnets derived from rare earths.In all, there are 43 amendments or additions in the draft list first announced in December by the commerce and technology ministries. Officials have finished taking public comments from experts, and the changes are expected to go into force this year."

It is an interesting time fiddling on the sidelines waiting for the FID or any positive news which is overdue. Would be more difficult negotiating these final deals with the price of the NdPr dropping this year though strong indications that these prices have turned as below.