Interesting responses, thank you to all. Jan, re your question: "Then there's the question: can Moly survive? I wouldn't bet on it." Isn't there a strong national US strategic interest in ensuring local REE supply?
And following Arafura's point about China prices, although I accept that HC posters occasionally go over the top with conspiracy theories, surely it's in China's interests to prevent or delay LAMP production - especially given the current strategic rivalry with Japan and the latter's strong contractual commitment to Lynas... So we are VERY reliant on Malaysian security in the Kuantan area.....
LYC Price at posting:
72.0¢ Sentiment: Hold Disclosure: Held
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