I don't want to buy into the spat much, but I think everyone in the REE industry (as someone said previously) glosses over the issues and polishes their apples a bit too brightly.
It won't take much extra supply hitting the market to take a lot of heat out of the REE prices. Look at what's happened in nickel recently; two weeks of stockpile rises and the price went on a rollercoaster ride.
ree expert required, page-20
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