I think China's strategy of six month licenses provides more leverage to Lynas than China.
Once Western manufacturers get burned by Chinese export restrictions, then the bloom is off the rose. Manufacturers will breathe a sigh of relief at the six month lifeline, and then they will double their efforts to secure supply from Lynas and other companies.
Lynas will enjoy being a price maker for the first time. I expect that both the quality and quantity of our customer base is going to increase quickly.
I think China's strategy of six month licenses provides more...
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$9.13 |
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