China "70% of demand". He leaves no question as to his opinion...

China "70% of demand".

He leaves no question as to his opinion of the mutual importance DyTb-NdPr. They are inseparable; not speaking about solvent exchange etc, just in the market. Each is required to support growing demand for the other for end-product DyTb-protected-NdPrFeB.

Everyone got a "mention", so not too exciting.

With US stickpiling, short term gratification (only truly available from Lynas-Blue Line JV) is perhaps less important and thus less than certain. I still give it a slightly better-than-even chance of being awarded, but neither a split nor a TMRC JV can be counted out given scale of DOD requirements.

That said, Trump knows the importance (he listens to experts before making his decisions; it's a fact long known about the man) and thinking bigger business comes naturally to him.

The second point in favor Blue Line is the USGS outreach to AUS counterpart.

I consider these two items to be about equivalent in weight.

Go Blue Line! GO HONDO!