Various reports now DyO in short supply, very little inventory in the system as producers holding back stock at current price levels, which probably good indication Chinese CoP. A lot of production shut down or operating well below capacity.
As just about thru the summer slow period NdFeB manufacturers should start to restock shortly and prices should move up to more economic levels. Will be interesting to watch prices next 6/12 months as the adjust to true economic value with most of the artificial manipulation now washed thru the system, and of course demand volumes.
Wouldn't be counting on any of the ridiculous demand predictions here, just not going to happen, but H1 2017 should at least give a clearer picture of future price/demand, a bench mark for all the potential supply options. Hard rock punters SB aware of all the alt supply streams that have been quietly working away in the background, where you can get data the CoP numbers look very low, for both clean concentrate & separated oxides.
Next 6/12 months should see some sanity back in the RE space, and sort fact from fiction.
NTU Price at posting:
9.0¢ Sentiment: Sell Disclosure: Not Held
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