Sorry I don't wish to waffle on but important to note - "China...

Sorry I don't wish to waffle on but important to note - "China Northern Rare Earth" is none other than Beijing whom took total control - well 90+% of China's dominant rare earths industry when they absorbed all the big players - shut down many others and the two that dominate 90+% are a consortium of many RE related companies that are now 2 and referred to as China Northern and China Southern Rare Earths. So is this a sign of a shift in Chinese Gov RE pricing strategy or a genuine demand scenario.
Always a little skeptical on RE forecasts and all the global geopolitical power plays/stoushes but certainly some positive green shoots after being hammered down as was lithium - but again sceptical give China does 90% of global lithium refining. The sooner there is more even spread of refiners such as Nolan's in NdPr case and Lynas expansions and other global entrants in the future - the more transparent the pricing will become - it will be like any other commodity in time - an open global pricing regime - that of course will fluctuate as all commodities do.

It's obvious for all to see - If this hard for Lynas and now ARU to progress to development and scale - those barriers still remain although much financing has arrived in support - there are many challenges in securing the remaining huge capital required - approvals - refining/separation tech - and more. Thank goodness ARU have - well not quiet but almost crossed all those huge challenges.