For those that may have missed it, at the end of the Singapore Resources Connect Asia conference, there was a Rare Eather group forum with Gavin Lockyer (ARU), Nick Curtis (Northern Minerals), Thomas Krimer (Rare Earth Observer news?) and Dudley Kingsworth (Australian Rare Earths) .
Fairly good discussion on various parts of the Rare Earth market, politics, China and pricing.
One interesting takeaway for me was a comment (real or otherwise...) from Thomas Krimer regarding how small the rare earth end supply is (worth around 10bil+), but if it was not there, it would hold up 10 trillion worth of finished products.
Starts at 1hr:24min mark, enjoy.
Resources Connect Asia Singapore 2023 (Collyer Room) - Thursday Session 4
For those that may have missed it, at the end of the Singapore...
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