Hey that would be great thnx.
They are monthly reports so a bit repetitious but any of the stand out points would be appreciated.
The major issue ATM is around the true level of domestic demand, export growth appears to remain solid 2017, firstly in volume & secondly in value, but with LRE operating ~60% capacity & HRE ~30% capacity big question remains around domestic demand.
Explains the 8 month run up in prices on central controlled supply constraint, but after the speculators took over from July real demand was not sufficient to maintain values.
Post the 2013/14 expansion period (GW's Wind Gen built in the wrong areas, now cutely tagged as "Abandoned Wind") domestic demand growth China has been weak, with massive over capacity, metals, etc.
Saw claims of 16% demand growth H1 '17 but clearly they haven't been substantiated. Much of the glossy ROW social media claims of demand growth are futuristic at best, what we need to see is evidence of true demand growth in China domestic to underpin sustainable economic pricing, particularly re magnet materials.
Any pointers appreciated:
http://www.repe.com.cn/index.php?op...=1294:2017-12-20-08-53-17&catid=22&Itemid=119
These ones I have to open in Explorer:
http://www.microsofttranslator.com/...ww.ac-rei.org.cn/portal.php?mod=view&aid=6705
http://www.microsofttranslator.com/...ww.ac-rei.org.cn/portal.php?mod=view&aid=6778
http://www.microsofttranslator.com/...ww.ac-rei.org.cn/portal.php?mod=view&aid=6887
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