Chinese NdPr Oxide Prices Up +50% YTD: Panic or Party?

What you need to know:

• Spot NdPr oxide prices at 3-year highs, up +50% YTD on Chinese domestic market
• Prices up on rising demand, moderated supply, and a reduction in spot supplies
• Long-term offtake agreements are thinning availability of NdPr on the spot market
• Our long-term NdPr oxide price forecast remains unchanged, near-term forecast increased
• Higher prices sooner will provide a boost for late-stage exploration projects
• Lynas an obvious winner as NdPr oxide prices strengthen and sales increase

Read more in this complimentary research briefing from Adamas Intelligence.

 

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