Certainly wasn't Ryan's personal opinion when I discussed the issue face to face with him on three occasions second half last year.
Certainly bears no relationship with four years price action:
Certainly bears no relationship with Lynas mkt research:
Certainly bears no relationship to China putting 1410t Dy into storage, and prices keep falling, during a supposed deficit.
Wait for the full report, but I'll suggest Adamas has no future credibility if as the snapshot presents, but then again what credibility did he have after the ridiculous deficit forecasts Dy, Tb & Y from 2015 in the equally ridiculous US$684kg DyO DFS >
Ann: Research confirms global dysprosium deficit, page-6
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