Divided States of America; China draught/power crisis hits RE and EV; Oaktree exit rare earth; Neo enter RE mining; Vital's pigs breakfast; Prices bounce back (perhaps);
treo.substack.com
Divided States of America; China draught/power crisis hits RE and EV; Oaktree exit rare earth; Neo enter RE mining; Vital's pigs breakfast; Prices bounce back (perhaps);
2022 Rare Earth September 11
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