RE: China May rare earth exports jump 36% y/y on restocking9 Jun 2024 12:11
SmartPunter
"Not knowing information that has not been made available does not make me an idiot."
Ask yourself questions:
- why did they only report that 35 kg of MRAC were produced, without even providing minimal information about the total REE content? I'm not even talking about NdPr, which is the basis for the price formation.
- why didn’t they at least report the total cost of reagents spent to obtain MREC? I don’t ask about energy costs at all.
- why is a PILOT INSTALLATION being created? For everlasting optimization? Or, nevertheless, to obtain data on the basis of which the profitability of future production can be calculated.