Lol, they pose the Q in the heading, then forget to tell us!
Maybe they don't know? Maybe they're are busy looking for LRE, like GB?
https://news.smm.cn/news/100773720?topic_id=114
Did give us a summary of the Dy mountain they are building in storage 440t + 450t + 520t = about 18 months by the old demand numbers, maybe 2yrs or more now.
Based on JLMags forecast only 90t was needed for EV this year, maybe 115t next year, probably means another 1400t for storage, or let the price wander back to the $90kg 2009.
Where's Jack when you need a REALLY good PR spin???
What happened to the heavy metal market in 2017?
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