Ryan Castilloux

(Magnet-related rare earths) are the ideal materials to weaponize ... because they are so critical to high-demand, highly-competitive, price-sensitive industries, (Such rare earths) are collectively responsible for over 90% of the demand market's value each year ... (so they) will yield the most juice for the squeeze.

Ryan Castilloux

No question it's saber rattling, i think China would be reluctant to cut off supplies to anyone just yet, but the optics are designed to send a clear message – we know your vulnerabilities.

Ryan Castilloux

More so than smuggling, illegal mining and production of the concentrates is perhaps the most prevalent problem in China's industry and is a major reason why prices are low because there are abundant inventories that were never planned to exist.

Ryan Castilloux