LYC 0.29% $6.92 lynas rare earths limited

It has been a very interesting period the last few weeks. I...

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    It has been a very interesting period the last few weeks. I talked a lot about how battery grade LI pricing was going down while Nd and NdFeB were going up. I fell that Li is a good secondary indicator for Nd since from the smalless motors to the largest a very high % are powered by batteries. It is interesting just as Nd headed down Li headed up. Have some ideas about this but need more observations before drawing any conclusions.

    Many have posted data anout REE prices recently. I am sure many have opinions on what is happening. I will post a few charts and let people think what they want.

    Long term
    https://hotcopper.com.au/data/attachments/6458/6458687-3142adb14ef6a28e80f78462ff023552.jpg

    Shorter term with price labels.

    https://hotcopper.com.au/data/attachments/6458/6458697-c24af77028fba595e26af49cb308c77d.jpg

    Need to work on scale some more but for now Li is 1/8 of NdPrO

    https://hotcopper.com.au/data/attachments/6458/6458782-99757cb1e2e8278e4baf1ef1f33e6e4d.jpg









 
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