Just speculating but if there is to be a ‘price’ for 50% of Ukraine critical resources in future as the price that US receives for support then presumably US would want ‘price’ to be as low as possible. China and Russia on the other hand might want that ‘price’ to be as high as possible. Right now China seems to dictate price a little more by controlling supply making for upward prices for foreseeable future notwithstanding. Also, with the advent of robots and FSD demand should pick up and hence the manufacturers desire to have prices as cheap as possible and / or supply as maximum as possible al la Greenland and other recent locations touted.Only Lynas seems to be the western answer for refining. Hurry Seadrift and Lynas.
LYC Price at posting:
$6.81 Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)