RE is NOT a commodity, as I've asked many times previously specifically define potential customers of scale for NdPr oxides as +70% revenues?
As previously you can't, they don't exist, +85% sit behind the bamboo curtain, they already have excess separation capacity and clearly they are upgrading it, additionally CNRE adding 9600ktpa, plus integrating downstream.
ROW greenfields totally false economy with capacity to service +85% of mkt pre existing, you think the big money guys don't understand that?
Why do you think the Dragon getting its claws into ROW assets for peanuts?
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