Hi @@ttroy
I'll try to give you an answer. Mid 2025. Now why would i say that? IMHO the reason are the USA tariffs coming in 2026.
Now in the meantime....the world is filling it's boots with cheap NdPr....stockpiling etc etc. But China may start to restrict this...which could push the price up sooner. Look at all the latest news coming out of China. There is (again IMHO) that China has a plan it is executing.......
I think a better way to think of this is....why would the off take agreements on the ARU project be higher than current prices? Why would Kia etc be prepared to pay above current prices? That is the key question...
News: LYC Rising demand for responsible rare earths is not lifting prices, says Lynas, page-71
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