The driver is that supply has collapsed and is unable to meet base demand.
Refining capacity is not a tap which can be turned on and off.
Moreover, you still need the feed material to capture refining capacity. Throw in Trumps stupid policy.... you have our perfect storm.
Lynas has first mover advantags outside China, they wont be able to match demand, but I am sure they are securing agreements with good price escaltors
The driver is that supply has collapsed and is unable to meet...
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Last
$9.28 |
Change
-0.060(0.64%) |
Mkt cap ! $8.680B | |||
| Open | High | Low | Value | Volume |
| $9.28 | $9.37 | $9.22 | $79.29M | 8.816M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 12 | 191946 | $9.28 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $9.34 | 15209 | 3 |
View Market Depth
| Last trade - 16.10pm 20/06/2025 (20 minute delay) ? |
| LYC (ASX) Chart |