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thanks for the detail, just one question. how do they know the contract dollar amounts if the agreements are all priced off of an index? in other words the product has a buyer but at a floating price.
Even though they will be bought and sold at market price the Supply Contract calls for a curtain price. For example the Rhodia Supply Contractcall for US$200M. They will supply 200M of Cerium, Europium, Terbium & Lanthanum over 10 yearsGLTY