Did you read carefully and think about what was said. Lets look...

Did you read carefully and think about what was said. Lets look at Dy and data in the article. Article says DY surged by 25% for almost a year.
Now lets say that a supply cut off is only 50% effective. That means there is only a 6 month reserve. Three months if 100% effective but that never happens. This is very good news for Lynas because this small reserve will run out and prices will soar. Of course in that 6 months Xi and Trump, after seeing the drop in cash flow in China and the impact of shortages in US, could come to a long term truce (not an agreement) in which case the reserve did its job.