Project, the same Quarterly report you reference does expect RE...

Project, the same Quarterly report you reference does expect RE demand to grow more than GDP over next few years, so you would expect associated prices to rise as well, you need to see and tell the whole picture, it has been said and reiterated here many times, sale (contract) prices of on spec products to individual customers are far far more important than basket prices, which is prob why Lynas has stopped publishing basket prices. Sure some of these are market based, but the customers have not disappeared and there is a big plant chugging along nicely in Malaysia that wouldnt be ramping up if your doomsday scenario seemed real.
Regards primaj