LYC 0.15% $6.79 lynas rare earths limited

Simple economics will disagree with you there. Supply deficit is...

  1. 2,542 Posts.
    lightbulb Created with Sketch. 1700
    Simple economics will disagree with you there.

    Supply deficit is 70% on the western front, your looking backwards.

    Further add in the idea that OEMs don’t want their cars stuck on USA docks with a Chinese magnet.

    Add in tariffs, mandates, and subsidies to see the deficit on the western supply front.

    You are thinking like an investor from pre 2020 - times have changed, and this is all as recent as within the last month.
    Last edited by Birchcorp: 21/06/24
 
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