Chinese reports now consistently & openly calling the DyO situation, current & future:
"Dysprosium market mainstream price of 1230 yuan / kg ~ 1250 yuan / kg, due to the amount of NdFeB in the gradual reduction of dysprosium products from the demand side of the analysis of rising momentum is poor."
http://www.ndfeb1688.com/news/show-22096.html
Slightly mangled translation but the intent is clear, prospects of rising demand (price) DyO is poor. Anyone thinks this explains the three major Chinese investors backing away from NTU?
DyO price/demand divergence, page-3
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