A spike is coming! Okay people,
This is a what If. Something to think about if it does happen. Rapid found the shadow videos of what China would do if Biden put 200 chip conpanies on the no sell /naught list. A ban on Dysprosium at the same time that US ban on the 200 companies takes place, 31Dec24.
In the mean time Ucore has send samples to DOD for testing. Business as usual.
Okay what is the reaction of the market to the China ban on Dy? Oh, yeah we will get to it, Business as usual or Panic? No matter which way it goes. There will be a spike. A little spike if it is business as usual or yeah, we will get to it. A big spike if the Market panics.
Now what would DOD do? With a Dy to spec and a China ban, DOD reaction is full funding to the 7500 level not the 2500 level. would be my guess. Plus more money to work 24/7 to get there as fast as possible. For us a very big spike. How big is anybody guess.
Dragon