New research, page-32

question to be asked is whats holding price back and what drove it up to $150 usd in early 2022.
I wonder if the chinese Yuan weakness has a correlation to the USD ore price , because both prices peaked ( excuse the pun) at the same time.

Rare earth price has weakened and so has the Yuan along same chart trajectory paths. Obviously if chinese have to pay more usd for the concentrate its costing them more , but when exporting end product, this would negate that , other than when usd strengthens its usualy due to flight to safety from economic risk aversions , but this instance its been because disparity of fed interest rates comparably to other country's policy rates settings.

As much as we have inflationary pressures, global interest rate cycles , predominantly affecting consumerism, but is that the main issue of demand?

The mid-term is the more required usage in wind power generation and lesser degree electric cars.

Reading up on cars seems several European car manufacturers have moved away from rare earth in their electric cars, based on rare earth supply risks.

still seems to be a thought that by 2035 the demand will increase threefold and supply will have only doubled.