Sharply dropping price in Chinese dysprosium oxide market, page-35

Seems mainstream has finally woken to Jack's HRE waffle:

"An additional extremely important point is that there was success in terms of altering the magnet recipe to significantly reduce the amount of Dysprosium (Dy) being used. While the REE permanent magnet was, and still is 100% REE, there was a signifcant reduction of this most expensive REE, championed by many and led by Siemens, but offsetting this reduction in Dy meant that there is then a concomitant increase in Neodymium (Nd) or Praseodymium (Pr). This is most significant for the REE projects whose economics were more based on Dy, the same projects that called themselves “Heavy REE projects” because the value of Dy has not appreciated the way that NdPr has. These projects ultimately saw the greatest negative effect on their economics, while those that had the balanced distribution, or were more enriched with the “Magnet Feed Material” saw a benefit from this new “recipe”."

http://www.stockhouse.com/news/newswire/2017/12/06/good-times-are-back-ree-space#X26BDzjmducqri5U.99

Even most of the LT vocal here, what is perhaps surprising is the newbies suckered 6 yrs after the event.