Nothey are not. Neither are they effected by anything I say. Thatdoes not change that they are down since March. Even Lynas saysthis, look at page 4 in activities reports Q3, Q4, Q1. March 47.5USD / KG September 40.3. 15% in 6 months. I think it is soft auto sales followed closely by Appliances and handtools. ALL big users of PMMs, Cars use lots of Ce as well,converters. Gasolinedemand is dropping most lighter petro products use cracking to make them. Including low sulfer fuels like diesel and home heating oil. Ce catalyst are used in this process. A little La as well.
How do you explain the drop in REO prices?
Do you feel the impact of whatever you think it is will go away shortly? Why?
Rare earth prices are going to surge!, page-10
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