Arafura - General Discussion

[Andrew Ratcliffe]

It could be weeks before anything official...

I'm wondering if we'll still have a global economy in weeks. The days of the gears of trade being lubricated by petro dollars may be fast coming to an end. Not sure how high a priority ex China rare earth supply chain will be if current paradigm shifts or collapses. Am I being cynical or realistic?

 

[John]

Thing always look bad...and then things get fixed. Maybe not perfectly...

Rare earth shortfall is pretty much baked in....I wouldn't be changing my thesis based on Iran....