LYC 1.05% $6.73 lynas rare earths limited

CNRE has a rapidly expanding downstream, including its own...

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    CNRE has a rapidly expanding downstream, including its own manufacturing base, demanding rapidly growing volumes of NdPr, broad estimate +220ktpa.

    ROW demand appears more than sated Lynas 75% capacity ~5ktpa, with no data to suggest any expanded NdFeB capacity any time soon.

    Still, Chinese inspired price appreciation providing a lovely boost to CF.
 
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