OMG, I'm beginning to wonder whether you can read. Where on earth do you get the impression that I'm "bullish" on Ce?
I nominated it the "problem child" a few days ago, and supported that with oversupply forecasts from several sources.
You are definitely letting your emotions distort logical thought & comprehension.
One issue is very clear in that each element has a very different demand profile, and Ce & La are almost at opposite ends of the spectrum. Check the scatter graph in the Lynas March 13 presentation and ask yourself what is the likely impact on pricing?
rare earth sentiment tone for friday, page-32
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