This makes no sense more supply means lower prices so how does Lynas production cause higher prices?
Who it goes to can change the prices a little but it is a global economy. Also please note that we are using prices inside China - VAT.
Show me any thing that shows real end user demand is up even 10 % this year. I recently posted several forecasts of Typical CAGR for NdPr. Most were about 8% highest 10 % If you are going to say that these prices are sustainable it would be more convincing if you showed either why Demand is going to skyrocket or supply drop. Preety simple Delta Demand divided by Delta supply = Delta price change. It need a few other terms but I am sure you understand the core principle.
REE prices., page-4
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