Given the recent strong underlying neodymium-praseodymium price, we revisit the opportunities for further upside for Lynas in our sensitivity analysis. Lynas has performed well recently but still further significant upside if neodymium praseodymium (NdPr) prices persist at spot. Show More
Raw material users appear to be playing chicken with their supply sources. Mining companies (including new mine developers) are constantly displaying charts showing demand outstripping supply through the late 2010s and beyond. These forecasts imply good times ahead but also a perplexing refusal of end users to support needed mine... Show More
The rare earth elements industry is shaping up as one of the most competitive parts of the mining industry judging by a report in June from the Standing Committee on Natural Resources in the Canadian House of Commons. The committee heard that Canada was lagging other countries in its spend... Show More