News: LYC Rising demand for responsible rare earths is not lifting prices, says Lynas, page-22

Sounds a little odd, that a person so invested in getting to the bottom of fact from fiction, would decline an offer to review critical modeling on a topic they are debating?

Rather than looking forward, which is what we do as investors, they want to look at detail which is 3 months historical. Particularly given the recent tariffs, mandates and subsidies have not been included in your opinion.

On that, rather than clogging up further, we should agree to disagree.

You not prepared to review important modeling that shows a 70% supply deficit in the western supply chain - which all leads to one thing - a decouple from Chinese spot prices is inevitable.

Enjoy your day, and the offer always stands any time you are interested in reviewing the modeling.