This is a very interesting article. Some of Data is from AU sources.WhyXi Jinping could be overthrown as China's Communist leader (msn.com)China's REE product production is down by 25 to 40% because of rolling black outs. As AL has told us many times shutting down the lamp and restart takes lots of time and is expensive. Unscheduled disruptions are far worse.
China quietly buys Australian coal amid crippling blackouts - TFIGlobal (tfiglobalnews.com)
So IF XI is in trouble will he reverse some of his worse policies especially the ones that are causing AU to limit coal shipments? What does that do to REE prices? Markets hate unknows. If he is removed, hopefully peaceably, what will be impact to worldwide markets?
Most likely nothing nothing will happen, but this should be watched for its global impact not just REE.
Most new apartments heat with electric, what happens as winter comes if China has to make decision between freezing people or shutting down manufacturing in multiple sectors. Unlike in The US and other places this is lack of fuel for power plants, not grid congestion. Grid congestion you can pick and shut down some people for short time. Lack of fuel is far more dramatic.
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