Actually it's a good point on RE prices. If the market is so convinced this is such an intractable problem and it is in danger of losing 25 percent of NDPR production why is the price not going up???? Iron Ore price went bananas when Vale took 50mln tons out which is in a market of 1.4bn tons or 3.5 percent of seaborne trade. There has been no reaction at all and RE production much harder to replace than Iron Ore.. Does not make sense..Not into conspiracy theories but it's very hard not to believe the Chinese are in the shadows ..
What happens if Lynas closes..., page-13
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