These past 5 years have been incredible. First prices for rees go up 20-fold thanks to Chinese policy, then they dip so low that even the Chinese are not making money. Too many illegal miners in China, Vietnam, etc., nobody really knows where all the material was coming from, they all hoarded and dumped at the same time, now the policy will be save supplies for domestic mainland China use first, and export a controlled amount.
Prices will spike higher in the second half, how much, who knows? But in the meantime, Project Phoenix is nearing "THE TIME TO SHINE" rise from the ashes, Phoenix!!!