SMM monthly report is out Nothing really exciting. NdPrO output was up 3% to 7550 MT in July. Alloy was down 1.7% Price was up 359 to 363 RMB WV. No county wide forecast for August. they do expect NdPrO output to drop in Sichuan. Not much useful information this month.
An interesting number. is Lynas produced 1504 MT in Q4 / 3 = 500T a month. Lynas is running about 6.5% to 7.5% of China. Yes this is not exactly a true calculation but not bad for a ball park.
https://news.metal.com/newscontent/102897711/exclusive-smm-china-july-metals-production-and%C2%A0august-forecast
NdPR price, page-2500
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