@Wolves
What is your link to? There is nothing there about Lynas. And why would Alexander Machowetz answer you? Did you speak with him in person or send him an email?
The joint venture might not be on, but the deal to take 8,500 in rare earths still is. Contact JOGMEC.
Also, JJ is correct -- even if Lynas isn't supplying Siemens, it's good for overall demand. One of the arguments against Lynas was that with the Baotou Nd supply there would be too much. The fact that Baotou is bringing on supply, might mean they are helping meet demand, not that the market will be oversupplied. Growth rates for Nd tend to show the story that demand is growing at a rapid clip.
@goofy. Hi, which junior are you referring to?
siemens lands mega wind turbine deal in the ne, page-7
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