I just came across another one:
“... 2023, a period when we expect supply shortfalls to appear in the NdPr market,” Spencer told clients.
https://investorinsight.com.au/hastings-knocks-yangibana-treo-out-of-the-rare-earths-ballpark/
Another credible research firm suggesting shortages in the NdPr market earlier in the 2027 figure long quoted.
I'd be interested to hear any comments, articles or information about the expected timing of coming shortages in the market.
It will obviously have a huge upside for Lynas earnings and put a rocket under the share price.
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Last
$10.73 |
Change
0.080(0.75%) |
Mkt cap ! $10.03B | |||
| Open | High | Low | Value | Volume |
| $10.53 | $10.85 | $10.43 | $51.85M | 4.837M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 1248 | $10.73 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.75 | 41 | 1 |
View Market Depth
| Last trade - 16.10pm 25/07/2025 (20 minute delay) ? |
| LYC (ASX) Chart |