Lol, Y & Sc, the odd couple, that's quite bizarre based on the level of detail in that report.
Totally ignores the fact Mt Pass shipped 60kt con to the Dragon last year, ~10kt NdPr, then US imported ~1.6kt back value added in ~4.8kt NdFeB.
News: LYC China to buy rare earths from U.S. as part of trade pact, page-2
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