"In very simple terms RE prices will split along geographical lines according to the market segment."
So absurd fantasy.
Such a huge supply + Such a small market demand + So extensive trade globalization today, even China is considering merging with the price of domestic and FOB in the future, but you have a fantasy of more price system:
China's domestic price, FOB, ROW price, Lynas's unique price, may also have Moly's special price in the future...
do you really know how to build the system of international price?
time for a big shake-up at lynas, page-25
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