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bluesamurai

9,388 Posts.

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18/04/23

14:23

Post #: 67334327
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Originally posted by bluesamurai: ↑

Repeat after me: The selling prices of the rare earths and other commodities within China are still today too low. Thus, if the Chinese Government did not strictly control their export then the market would drive much of, if not all of, the supply out of China chasing the higher prices in the foreign marketplace. One current driver for such a foreign accumulation would be the stocking of strategic materials (stockpiling) by governments to protect their domestic industry’s security of supply. Another driver could well be inventory building by once-burned, twice-shy private corporations, finally reversing the 50-year reign of the just-in-time, no-inventory philosophy, which was a principal driver in the creation of this problem. QUOTE ARR being in the US abodes well for Government assistance in stockpiling rare earth to protect their market against fluctuations IMO

https://investorintel.com/critical-minerals-rare-earths/examining-the-pricing-challenges-of-rare-earths-in-chinas-market-from-a-global-perspective/

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Missed this interesting video before JORC was announced
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