this is important but as you quoated "as smelting and separation...

this is important but as you quoated "as smelting and separation plants are expected to throttle down production in the remainder of the year " So yes this will help lynas. That help will be short lived because the price increase is caused by the bigest producer not making as much. It is not caused by a demand increase. I do not know how much Lynas can increase production to take advantage of this with out. changing dynamics. Many times over the last 8 years we have seen Chinna limit production. Goverment buy REO for securtiy reserves. Shut downs for enviormental reasons. Restrict illegal production. All of these have resulted in a quick price rise. Then a fall in price sometimes to new lows. Only a steady rise that is demand driven will alow Lynas to generate steadly increasing profits and that is what is needed to really put the SP on an upward path. Chinna doing anything to limit China's production may cause a nice boom but it will not last because the only way to make a profit is to sell product.