Not sure if your 15% is world wide supply or total of Lynas yearly.
How can a weekly chart be selective. PLS Show how?
If worldwide.
Since I have been posting for over a year you can check data easily.
Lynas is responsible for less than 10 % WW supply of REE. (actually about 6 % now they have failed to add to production while China has added substantially. In 2018 they were about 12%)
Please explain how a 3 Monthe shutdown is a 15% deficit to WW supply. Explain why NdPr has fallen 50% in a year if supply is so tight.
https://www.statista.com/statistics/270277/mining-of-rare-earths-by-country/If yearly which will have a greater impact on Lynas.
Which will have a bigger impact on Lynas? A 50% decline in NdPr prices in a year or a 3 month plant shut down? Are you paying attention to the correct problem?
Please back up your data instead of just dribbling out false fact that you read on this board or make up.
Who is ignoring what?
A 2 ~ 6 moths price fluctuations with out a major political event can be manipulation. Over a year is usually a good indicator of market disruption. Notice Lynas had a nice jump in Production last 2 Qs QoQ. do you see any impact to prices? I usually only post this chart first Friday of month but I think you need to look at it and think about your ideas.
I know you just took me off of ignore. My guess is you will put me back on quickly since you cannot answer my questions. Especially when I ask you for back up. How much do you grow blocking everybody that disagrees with your ideas.
(20min delay)