due to RE supply capacity has huge excess, China, Moly and Lynas are in compression and limiting their production capacity;
and due to market demand is so narrow, the growth can't suddenly rapid high, any demand growth will easily fill by supply's production capacity released, the possibility of "demand more than supply" should be very small.
So the most important thing is how to balance RE price(Not just to balance supply and demand) and both sides should take care of each other, let the other side to have a "reasonable profit", RE price of skyrocket or slump will hurt this industry(supply and demand)of upstream /downstream, only beneficial for speculators, this is more like as the art of survival.
off to 32c and beyond soon ?, page-135
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