Thnx, interesting confirmation there is processing growth 2.61% since 2000 despite the massive demand destruction 2011, Govt economic stimulation would have supported it further 2013/14, but we're stuck with the consequences now.
To be meaningful quota distribution needs to be broken down into both mining & separation segments as they vary for each producer as a means of central control.
Would certainly query the EV NdFeB numbers, both 2015 actual & 2020 forecast, very different to others I have that are tracking well to production volumes.
Cheers
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