Great, announcements related to their Lynas contract/s could be imminent. DoD budgets etc must be sorted. News flow re GM magnet contract, DoD rare earth contracts. US must be getting serious about their rare earth supply chains now, the worry is that China needs an additional 5000tpa NDPR for its own use. Dy and Tb problematic too, magnet makers who haven't started using them economically are being priced out of the market.
As Amanda said at the AGM, rare earth oxide is in short supply. Well, If you don't have the oxides you can't make the magnets. Who u gonna call?
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