Trump’s laser focus on rare earths is refreshing after the Autopen Idiots play date presidency.
China has been exposed; everyone now knows the Chinese Communist Party will use its REE monopoly to disadvantage any country that tries to break its monopoly; it’s not just Japan.
Domestic supply chain security is tantamount to Trump. MP is the beneficiary of his energetic support of an American supply chain. Given the intelligence of the man, I am sure he knows that MP Mt Pass is short on DyTb and he undoubtedly understands the criticality of DyTb. As we all should by now. Long hard battle to make that point on this forum given the nonsense of past posters and a few here who still don’t get it (very few of you now, lol). Amanda clarified that situation for those who don’t understand math and logic.
The big questions for LYC investors are (1) whether Trump admin support for rare earths eventually leads to big things for LYNAS and (2) what movement is being seen immediately downstream n now that LYNAS has DyTb-NdPr. Nobody knows and/or nobody’s telling.
What’s the tell? LynasUS in TX.
Where is this project going and when? Much of the HREE pressure that LynasUS was intended to allay has been removed by virtue DyTb separation at the LAMP - yay again! - but the SEG is also high value and I’ve hated every shipment to China ever. Can’t believe it’s not a done deal, but to be clear I am not complaining as I have what I was most wanting (ex-China DyTb). Not minimizing either, but atm separation of SEG is just a bit better than icing on the cake even though it is critical for US and allies. I believe Amanda would be in full SEG stockpiling mode if she had any expectation of timely US operations success. Has LYNAS released anything that would suggest they are stockpiling SEG?
Concerning the status of LYNAS’s immediate downstream metals and magnets customers/operations in Japan and SEA. While I’m 100% certain every effort is made to keep a lid on sensitive info, I’m just as certain Chinese agents have outed every single player to the CCP already. There are no secrets from the CCP in the REE business imho. So why can’t we at least hear about how the relevant industries are doing en masse? When is the availability of DyTb likely to be manifested in increased magnetmaker demand and production? I would like to hear the inside scoop on that.
I’ve been waiting for the current situation (LYNAS providing all of the above DyTb-NdPr) a few years longer than I initially had imagined; hopefully things get to moving along a little quicker now that we all see what China can and will do.
LYC Price at posting:
$9.28 Sentiment: Buy Disclosure: Held
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