RE:RE:RE:RE:OMG Pip, The sky is falling. Run, Run Away, Sell, Sell, SellDragon hasn't a clue, Lynas getting massive assist from both State & Feds, incl sponsorship for reagent companies to relocate from Malaysia to Kal.
Should the US magnet supply chain come together the A$4.2Bn Defense Export Fund is likely to step up with funding for primary SX to allow Lynas to stream individual carbonates in proportion direct to BLJV & LAMP, under the terms of US/Aust CM agreement signedrecently.
The Japanese Parliament has approved US$182M for JOGMEC to specifically invest in REO processing in the US & Aust, hardly need to be a rocket scientist to work out where that is going.
HRE contract signing positive indication far larger LRE tender will go the same way, expect that to trigger a string of announcements over coming months.