LYC 1.65% $6.15 lynas rare earths limited

NdPR price, page-86

  1. 1 Posts.
    Ausheds (and all), to what extent do you think Europe will contribute to growth in ROW NdFeB production capacity? I believe we currently only have Vacuumschmelze, which I think produces only a relatively small volume. In comparison to US, where the DoD will ensure build-out of a full supply chain based on Lynas product, I wonder if Europe will be found to be more 'flexible' in its approach, either continuing to buy from China, or from Japan / later US. How do you see the future for Europe NdFeB manufacturing capacity please?
 
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