Short Squeez, page-38

I think you are right @Bakers Creek
It's not about there being no benefit to Malaysia.But it could be about benefiting certain politicians who have something to gain themselves.

There was no big issue with the Chinese adapting to Chinese restriction to REEs in the market. Actually its not even comparable due to Lynas shutting down would be a few % loss of REEs compared to the games China played years ago which reduced massive amounts.

The Chinese aren't scared about restriction and why they keep doing it.China wants control in the market and world politics and even strategic resources. What better way then reducing competition.The more this story unravels the more clear this theory is becoming ever more true... in potential.... and in support.