That reads like a response from ChatGPT.
Your NdPr forecast is delusional at best. Just like your price“decoupling” theory.
Maybe you should share this “interesting” information with Lynas. Their published forecast is 200Kt out to 2050. But you’re claiming one end user will need 16,000Kt by 2027.
https://wcsecure.weblink.com.au/pdf/LYC/02776757.pdf
While you’re at it, you should share your “modelling” with Lynas. Don’t want the only Western producer of seperate REO getting their forecasts wrong.
In one post you claim 1.6Mt NdPr converts to around 3.2Mt of magnets. But your Chat GPT post claims 1Kg of NdPr makes 7Kg of magnets.
So which one is it dude?
News: LYC Rising demand for responsible rare earths is not lifting prices, says Lynas, page-37
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