LYC 2.89% $5.69 lynas rare earths limited

rare earths cannot be designed out, this is why its on the...

  1. 7,205 Posts.
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    Are you trying to say this is a natural supply and demand cycle. Sure looks like a direct results of China withholding product to me. Just like 8 years ago price changes caused by actions of large corporations or govermants to unravel not just REE but oil Gold and everything else.


    rare earths cannot be designed out, this is why its on the critical list.

    You can substitute for the lower quality but never if you want the best quality.


    If you believe this you do not know history ot technology.

    Look at 8 years ago. LEDs hadbeen around for many years but were never considered a practical solutions forhome and commercial lighting. They were used as a light source for phone photos and some back light on LCDs. When HREO went up they gained a foot hold, improvement were made they now are the primary source of lighting. Smaller, lighter more efficient, much lower life cycle cost. Results most HREEs are still way below their 2008 prices. Petroleum and car catalysis used lots of La and Ce During the price rise 8 years ago better catalysis were created that used less than 50% on the Ce and La, not a poor substitute but Better. This is partially responsible for the very low (Less than USD 2.00/ KG) prices today for these products. Today Reluctance motors with some PMs use far less NdPr. than straight PMMs. They may be lighter more efficient and have higher power densities, than pure PMMs. Want to speed up R&D and increase their chance of success? Have NdPr shoot up in price and stay there for a year. Or maybe something that is not even thought of yet will dominate. I do not know what it is but I do know high performance low cost solution will be out there. All they need is the right stimulus to be real products.

    Now Lynas has several good ideas ofnew uses for REO. Ce can be a great purifier for Water. They are looking at ways to modify CE in production to make it even better. Want to stop this in its tracks have CE run up in price quickly.

    Look at lighting for thousands ofyears people thought the best source was vegetable oil. Then along came whale oil and it dominated for years People thought it was irreplaceable, then came Kerosene. It made it for 10s of years. Then electric filament light, CFLs. Florescent lights were around for years it took an energy and CO2 concerns for CFLs to show up, now LEDs. There will always be a better solutions. All it takes is economic pressure (opportunity) to have people go looking for it.

    To believe that anything is permenant is just not being realistic.

 
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