https://hotcopper.com.au/threads/news-lyc-china-cutting-rare-earth-output-unnerving-global-manufacturers.4504399/?post_id=36250733
Found this article on the Lynas thread. This may be excellent timing for Arafura when trying to source credit for building the plant after the DFS arrives. New suppliers outside China still required.
CNBC: neodymium coverage, page-4
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