I put $100 for NdPr in the table. Annan 150 and 200.
150 is realistic because even though there is a lot of rare earth around. It will take 10 years (best case) for them to come on line.
for the next ten years demand will outstrip supply for ex China NdPr.
that is an opinion. And is really the whole game here. Asymmetrical pricing.
Valuing ARU, page-58
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