Fair enough, shame there is not a "RE" forum here to be able to do just that as totally agree the broader context is important.
Such discussion might help identify the fact there is abundant RE separation capacity currently available both in & out of China, despite media & investor fixation ATM.
ROW NdFeB capacity is the choke point ATM, with little solution obvious, beyond the obvious.
Northern Minerals/German Tech Metals Deal, page-11
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