Lol. For sure. only loving Im thinking is RE demand outside China from the west if Xi cuts exports or cannot continue the subsidies thats going on domestically. I cant imagine TBH what will happen. Ndpr down again today by 5000cny. Not a big drop but certainly the wrong direction.. im wondering what price the RE can drop to , where subsidies cant cover losses by the refiners in China. Its all got me pondering.
Lynas Rare Earths Has A Big Potential Problem, page-25
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