There’s two options, China or the emerging alternative. The alternative seems over complicated and problematic to survive without what China has already established. China itself needs the alternate to supply the raw materials, and are using this supply chain already.
The pricing system will have to change to suit the alternative, it’s the only way forward. This will lead to an increase in NdPr prices across the board, with China and the alternate amalgamating into one supply chain. Without the raw supply chain suiting the miners it’s a no win all round, likewise for the EOMs , they need the Chinese, the only way forward is together.
As a whole the tariffs and policies are only a lever to enable these discussions to start, not the answer to the problem. In 5 years time, the REO landscape will be totally different, and ASM will be a contender for Australia imo.
This guy on Substack has some excellent information, people should take some time to read over it .
ASM Price at posting:
56.5¢ Sentiment: Buy Disclosure: Held
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