I would argue that current low and very crazy NdPr prices are doing far more to hurt Lynas than anything Malaysia has done. If Malaysia causes them to lose 2 months production and they show good profits for the other month people will quickly regard that as a one time event. If Malaysia causes them to lose two months and profits for other mouth are negative due to low REO prices people will see a long term problem.
Of course all the long term holders will blame it all on Malaysia without doing any serious thinking. And since they dominate on this board they will use the majority vote to prove they are correct.
I would argue that current low and very crazy NdPr prices are...
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