Yeah interesting report. The rankings are interesting. It is a 'selected rankings'....which seems a bit strange...I'm trying to translate it to understand...but not having much success.
Even without robots....there will be massive demand increase...and China and Ex-China supply will need to expand to meet that demand.
I just don't understand why it takes these ARU equity people so long to commit....given what is about to unfold? Do they need to be a rare earth crisis before they commit?
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