And they talk about Sovereign Risk in Angola being an issue !
Ground Floor, VanEck Index is now back to 100
Next stop Bargain Basement, If / when Chinese RE Companies have to shut down due to lack of Power !
It is starting to look like the Perfect Storm that we were contemplating in February may still occur in 2022 ?
Beijing may have increased Quota's but I doubt if their RE miners can increase production ?
2011 clearly demonstrated what happens if RE Production rates collapse, there is only one way NdPr Prices are going to go ie UP
And we all know what happened to Lynas' SP in 2011 ~ and they were not even in Production !
