LYC 3.88% $6.43 lynas rare earths limited

Importantly an even stronger reaction in metals, first point of...

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    Importantly an even stronger reaction in metals, first point of demand, after the break last week>

    Pr-Nd alloy +7.70%

    Nd metal +8.57%

    Tb metal +10.37%

    Further confirmation the bottom is in and the supply chain has started restocking, certainly good timing for Lynas as they ramp to 750tpm this Q.

    Prices should hopefully return to some sort of economic balance, then it will be a case of sustainable demand coming through.

 
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