RE: small marketThe metal/oxides are outside of China and this is "added value" for the future. It will not be imported back into China again...
At current stated prices (domestic + 25% tax) the metal could most likely be sold basically immediately as it would be below what Japanese and South Korean industries has to pay today. But then the story would be over for us and that is obviously way to early since the fundamentals for Terbium and Dysprosium are excellent for at least another 30 months.
So Dacha quotes much higher prices to western industries to be able to replace it my new import at a profit. Dacha has a trading license and the right to export from China (but no quotas themselves).
Lynas has updated the FOB/international prices we are moving towards 1.55 FD (1.95) fast now. Logically Asianmetal should soon confirm these prices that Metal Pages and Lynas now state.
https://www.lynascorp.com/page.asp?category_id=1&page_id=25
Actually we were in contact with Asianmetal and they confirmed that nobody is buying at the levels they still hold for Tb oxide and that the real cost for a foreign industry importing to China would be: "4500-5000 usd/kg or even higher"
It is important to understand that the western industries are slow in re-stocking since many of them are entering vacation time.