One day that plan will be wrong. Dont know when. But surprises...

One day that plan will be wrong. Dont know when. But surprises do happen especially in a new industry never seen before in the Western world to the degree as is now.
People still arguing about costs, profits,demand, production methods.

Could you imagine if Iron Ore etc etc was so nebulous in the same basic concepts as Lynas . Rio forum would be a hoot.
still cant believe that some think demand for REE will reduce significant over the next years (or at least try to convince holders that it will).

Expect consumers to try and bulk up reserves as soon as they start running low again. REE prices may shoot up ,not as much as earlier but people need security of supply which is why prices hiked up...hoarding.
If supply is seen as consistent the variation in prices will modulate down to steady.
Somewhere between highest and lowest..duh.