LYC 0.86% $6.43 lynas rare earths limited

Trade Wars, page-56

  1. 19,583 Posts.
    lightbulb Created with Sketch. 4969
    Basically right, but US needs to put the donkey in FRONT of the cart, re-establish a Middle Supply Chain with the capability to turn REO into something useful, most particularly NdPr > NdFeB.

    The ONLY way it can do that at any scale, for at least the next 5yrs, is leverage Lynas supply.
 
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