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US / Euro Tariffs - Forecast Effect on NdPr Oxide Demand/Supply

  1. 172 Posts.
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    I have done some modelling on the impact of the US tariffs and the proposed (and likely) Euro tariffs.

    The summary is this:

    https://hotcopper.com.au/data/attachments/6229/6229143-02ba119732e096e33a381d40d3074f2e.jpg

    https://hotcopper.com.au/data/attachments/6229/6229146-83f64d6bc31d58ca5a6a50143798d07f.jpg


    And my modelling approach is as follows:
    https://hotcopper.com.au/data/attachments/6229/6229159-3728f72228cd8e9e55b0e8bbf33580d6.jpg

    As I said in the slide above....where will all the Ex-China NdPr Oxide come from in the future?





 
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