DyO price/demand divergence, page-20

Yep, but IMO it is the divergence that is most telling:

• Chinese terbium oxide price soars up[05-17]
• Chinese neodymium oxide price moves up further[05-17]
• Chinese dysprosium oxide price to decline further[05-17]

DyO is still FALLING in a RISING market.

Never been my contention that HRE would be totally deleted rather than reduced to a minimumal level, and very clearly it is no longer "supply security" driving this but cost efficiency.

Reduced HRE creates "better" mags, higher flux = smaller mass for a given application.

Apart from the tech & motor design dramatically reducing the need for HRE clearly Tb & Ho are displacing DyO as more cost efficient.

HRE has lost its volume/price driver that may have justified hard rock production, now remaining demand will be adequately met by Sino ionic clay production & incremental byproduct.

NTU's demand/price fantasies have absolutely no reference points or even a vague effort at substantiation. Clearly this stock is mining the market based on a brief period of "heavies" mania that crashed & burned August 2015.

R.I.P.

DyO: