Trade Wars, page-28

China has poured more concrete in 2011 - 2013 than the US used in the entire 20thC!

RE perfectly illustrates the poor allocation of that capital into gross overcapacity and poor economics, particularly SOE. Despite spectacular growth and incredible downstream development the SP of Nth RE should be a major concern for every Lynas investor, let alone those punting wannabes. For 6yrs the SP has run with speculation to a mid peak then collapsed back to a LT downtrend, strong sign of growth without profit, China syndrome.

Very reason AL is working hard to shift RE prices away from traditional base on Dragon trading exchanges to a base on true economic value, and to improve that Lynas value by every means at her disposal, incl environmental credentials.

The conspiracy theorists here just don't seem to understand what value Lynas places on those enviro credentials.