There's nothing special about the REE market that makes "long-term connections with the supply chain vital". Amanda wants to lock in customers and so she has tailored the LAMP to the customer's desire; it's just a basic hedging strategy which has pros and cons.
For all we know, the pricing is much more favorable to the customer than Lynas. I'm curious about the amounts involved, the term and the other terms.
Btw, I'm not knocking Amanda at all, I'm knocking on aushed's baseless "banging on". AFAIK, he's as clueless as the rest of us on the terms.
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