When it comes to forecasts re international supply/demand over the next ten years for Ce & La I'll stick with the EU Critical Metals study and the US DoE report rather than a kid that's not old enough to hire a car.
Chihawk raises the major variable as to when Moly will actually meet S1 production volumes but unless they collapse under the weight of their own fertilizer sometime 2013 would seem reasonable. After all they have just located the keys for the bulldozer.
In the short term does anybody seriously think the Chinese are stupid enough to allow lower value elements to pile up while the more valuable fly out the door? Anyone want to bet me the second half quotas don't become more element specific to rectify this?
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