LYC 2.86% $6.11 lynas rare earths limited

lamp phase 2, page-26

  1. 2,709 Posts.
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    Do the markets yearn for blackmarket REE for cost or certainty of supply. There must be some idea on cost of REE out of Vietnam..China -Vietnam border doesnt exist for blackmarket.
    I suspect supply issues feature heaviest or at least avoiding the Chinese demand to do business in China..(just give us the data USBs as you setup)
 
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