Lynas Rare Earths Has A Big Potential Market Problem

SAEED KHAN/AFP via Getty Images The answer here is, unfortunately, it depends Lynas Rare Earths Limited (OTCPK:LYSCF) should be doing amazingly well. To a useful level of accuracy (other supply is small by comparison), it’s the only non-China and fully integrated supplier of rare earths. Given the boom in usage of magnets for the EV and wind power revolution, this should be a method of making vast profits. It isn’t. Some of the reasons it isn’t are obvious and even well-known – so, we can excuse those. But there’s a possibility that there’s a larger problem behind this, which is…