Ok I'll do some homework and present some numbers in the near future
But consider this:
In the energy sector clean energy is replacing steaming coal; this has been occurring for at least the last decade
But production of steaming coal did not disappear overnight; latest supply predictions for steaming coal indicate production will not peak until the end of this decade
So in a world with EV and IT hardware is rapidly increasing; China tightening production and export limits of REEs; any alternative product will not stop REE supply in it's tracks
Momentum in the REE supply market will take time to arrest; just as supply in the alternative product market will take time to implement
Hence my guess that the REE market will continue to strengthen for at least another 3 to 5 years before we see a change of the guard
Ok I'll do some homework and present some numbers in the near...
-
- There are more pages in this discussion • 6 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add NTU (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
3.5¢ |
Change
0.002(6.06%) |
Mkt cap ! $206.8M | |||
| Open | High | Low | Value | Volume |
| 3.3¢ | 3.5¢ | 3.3¢ | $31.04K | 910.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 1395327 | 3.4¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 3.5¢ | 505314 | 11 |
View Market Depth
| Last trade - 16.10pm 03/07/2024 (20 minute delay) ? |
| NTU (ASX) Chart |