I was in fact speaking of the Chinese La/Ce exports, not their...

I was in fact speaking of the Chinese La/Ce exports, not their mag metals. I could have made that clearer but all here should know by now. Lynas seems to have curtailed LaCe production most recently suggesting the tactic has been impactful; I am ambivalent on that development at best and am hoping to hear more about it from Amanda et al. China has possibly learned what products the West wants and doubled its production to improve COP.

ABSOLUTELY China exports very little in the way of magnetic metals NdPr DyTb, as everyone here knows. Because they want to be the only ones doing 100% of REE magnets for domestic production - basically they like making billions from millions. They've been using DyTb to great effect, hence its criticality to ex-CHinese magnetmakers and further downstream. Lynas needs more ROW demand and I think that will come when DyTb is available, secure and stably priced.

Minor minor mining quota tweaks aren't worth further discussion imho. But you insist. And that despite the fact that the math you seem to love could all change in December, just as it did last December (2023) when they suddenly added a third quota, turning a year of "moderate" quota increases (were you chirping about it last year before December? I wasn't here, but I suspect not) into one with quotas ~20% higher than the year before (2022). Then this year when they again increased only moderately, you start happy-clapping the Chinese for wanting to balance the market. LOL. You not funny, just silly.