LYC 2.72% $7.14 lynas rare earths limited

Drones, industrial robots and small transport (e-cycles and...

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    Drones, industrial robots and small transport (e-cycles and last-mile group) all are now and will continue to absorb more NdPr and DyTb than EVs in the short term (next few years still), but as lithium comes on line the impact of EV adoption will rise to be number one. All things are currently in great alignment for REE demand growth going forward. Don’t expect REE prices to fall from here. Lithium supply (not demand, that’s already baked in) is an unsung enabler of REEs.
 
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