Ann: Research confirms global dysprosium deficit, page-10

Adamas:

"However, as China, the world’s dominant producer of dysprosium, continues to crackdown on unsanctioned production in the nation, Adamas Intelligence believes that global dysprosium production may in fact decrease, emphasizing the need for new sources of supply."

WRONG (very, very bad timing):

China just INCREASED mining quotas by 40% to bring the "illegal" production in from the dark and into the resource tax net.



HRE H1 quota just increased by 3580t, 7160t annualised.

There has been no effective cutback of black production, it has just been legitimised.