New York NdPr prices remain stable, But the ETF is tanking on China woes, A good lesson to be learnt in not relying on a single source supplier. The sooner the Rest of the World can bring some alternative suppliers on line the safer we will all be.
Shenghe, Ganfeng, ZHC and China Northern have all dropped close to 30% this month, the best Chinese performer Xiamen Tungston dropped 23%
