Lynas CEO Lacaze on Market Volatility, Rare Earths Demand

The transcript discusses the impact of global conflicts, such as the Ukraine situation, on business demand and logistics. It highlights the importance of investment agility in response to security concerns, especially with China's market influence. The role of governments in business development and potential increases in defense spending are examined. The strategic importance of rare earths and the benefits of local processing are also discussed, emphasizing the need for balancing speed and risk in investment strategies.

What role does human ingenuity play in responding to crises like the pandemic?

How might government participation affect business growth plans?

What are the strategic considerations for balancing local processing and international unpredictability?