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Minmetals Quirky Numbers; Sc Oversupply Looms; Battery Failure; RE-Automation; The Usual Suspects

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Minmetals Quirky Numbers; Sc Oversupply Looms; Battery Failure; RE-Automation; The Usual Suspects

Rare Earth 2020 July 15

Jul 14, 2020
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Minmetals Quirky Numbers; Sc Oversupply Looms; Battery Failure; RE-Automation; The Usual Suspects

treo.substack.com

Time to throw a flashlight on evil rare earth monopolist, China Inc. It wouldn’t be China, if it wasn’t complicated. Let’s pick one of its state-owned work-units.

What do you know about the stock-list…

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