Nitpicking is all this is.
I look at that long-term plot and I'm fine with it.
Lynas keeps increasing production; Japan shifts from China to Lynas; prices remain somewhat stable.
Personally prefer to see price stability as reliance on REE technology requires supply security.
Recent rebound in emerging markets bodes well for Lynas, imo, in the midterm. EV revolution continues for the long term; people buying today are getting the Model As and Ts. My next car will probably be a Model Y with dual motors, two PM-assisted reluctance motors and one induction motor. Blow the doors off a Cayenne.
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