basket prices for ARR, ARU and LYC are driven by ndpr so relatively similar around $46-$59 kg, something you clearly don't know.
So yes, oxide prices drive the value of these projects.
the value of these companies will depend upon global demand, not US. Largest current demand comes from China and SE Asia, which Australia is nice and close to, much cheaper shipping costs than US and south america
News: ARR UPDATE 6-China bans export of rare earths processing tech over national security, page-46
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