LYC 2.86% $6.11 lynas rare earths limited

"The move looked set to significantly disrupt the rare earths...

  1. 5,056 Posts.
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    "The move looked set to significantly disrupt the rare earths markets given 90 per cent of the world's supply comes from China, creating an opportunity for Lynas, the biggest producer of NdPr outside of China."

    Take this comment for instance. It makes no sense.

    Yes China is the dominant producer of REO but US placing a 10% tariff on basically the low value Ce/La it import from China isn't going to make a great deal of difference to the RE market.
 
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