"Australian heavy rare earths developer, Northern Minerals Limited (ASX: NTU) (the Company) has commissioned a research report by independent consultancy Adamas Intelligence (Adamas) focussing on dysprosium and the global drivers of supply and demand for this critical element."
http://www.asianmetal.com/news/getMoreProNewsEn.am?productTwoID=6&jspBarNewsType=News
- Chinese dysprosium oxide price on the decline [
] 2018-04-26 08:36
Full report.
http://northernminerals.com.au/wp-c...igence-Spotlight-on-Dysprosium-April-2018.pdf
Basically suggesting Dy demand has exceeded supply since 2015 due to a reduction in illegals. Major producers have been drawing down historically accumulated inventory to make up the disparity between supply and demand.
No mention of SRB stockpiling, major Chinese HRE producers operating at c 30% capacity or the South RE group shutting down production for a month end of 2017 to try and stabilise a very weak HRE sector. Worst of all absolutly no mention of the declining Dy price over 2015-2018 period even though they will have us believe Dy demand exceeded supply. But then what would you expect from a report that was paid for by NTU.
Adamas have absolutely no credibility whatsoever.
Ann: Research confirms global dysprosium deficit, page-3
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