Here's a much clearer summary of Nth RE Nov pricing:
http://www.repe.com.cn/index.php?op...article&id=1254:1-2017-11&catid=22&Itemid=119
NdPr 388, slipped below August but still well above July, clearly now looking for downstream to rebalance to higher price levels.
From Lynas POV the recent price action would have created some urgency to sign off on LT contracts to secure supply, little doubt that security would come at a premium.
La & Ce appear to be holding recent appreciation.
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Here's a much clearer summary of Nth RE Nov pricing:...
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