Great article learner! I think this sentence is key to why we focus on the Nb and look to the REE's as icing on the cake. That said, i still believe it will be the REE's that bring a major move in the PPS.... someday. IMHO
"Second, the market for rare earths is small and opaque, which means pricing and production information is not readily available. The uncertainty that creates for investors means the only way a new project can make it to production is if the company has an offtake agreement with an end user."
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