China simply can not be viewed as a single entity with a common goal, various strong influences in play, politically & commercially.
Despite all the glossy hype RE is at a pitch point, still dealing with the legacy of massive demand destruction resulting 2011 insanity. Simply incredible that in a supposedly State controlled economy, finally rationalised to just 6 primary players, that we would see such crazy, damaging speculation H2 2017.
Could anyone need any further evidence of conflicting forces?
Lynas is now a major driving influence in the positive adoption of RE, a stabilising influence in a very immature mkt, obviously a big macro China 2025, it is also a competitor, probably producing ~30% global NdPr @ current production rates.
IMO the mkt is yet to grasp that significance, or its influence ROW offtake NdFeB as witnessed export trend.
China simply can not be viewed as a single entity with a common...
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$7.88 |
Change
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Mkt cap ! $7.365B | |||
| Open | High | Low | Value | Volume |
| $8.03 | $8.03 | $7.84 | $18.89M | 2.393M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2122 | $7.88 |
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| Price($) | Vol. | No. |
|---|---|---|
| $7.89 | 19791 | 5 |
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