You provide a valid argument regarding the future of miners producing DyO - much appreciated
Question is have analysts been able to determine where non-REE magnets sit on the cost curve compared to REE magnets?
There is the question of timing of non-REE magnets into the market assuming they are cost competitive?
Another question is the use of dysprosium in alloys? - this market remains intact.
One point you make is probably the big one that is immediately of note - the Chinese have their hand on the supply lever and will determine where the current DyO price will go!
You provide a valid argument regarding the future of miners...
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