Key to reading Jack is to identify who he is pumping today and the article will inevitably flow that way, sometimes of course, generally the skinny times, he is simply pushing his own barrow, which usually gets a bit crazy.
Although he has lifted his gaze out of the ground he still seems oblivious as to who holds the whip hand, power of life or death, and that's basically the Govt's of the key ROW manufacturing economies. US ~16%, Japan ~5% & Germany ~4% vs the Dragon 26%, with a bullet.
Q remains, just how serious US & EU are to walk their rhetoric to a sustainable NdFeB supply chain in the face of considerable Chinese aggression & trade manipulation, hopefully AL may be in a position to update the Lynas situation re mkt expansion but doubt she can give us anything definitive given continued Govt intransigence.
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