Supply Situation Report: New players emerge to challenge China rare earth dominance

By Mark Watts
Published: Thursday, 26 January 2012

Lynas, Molycorp lead the pack; Chinese REO demand could top 130,000 tpa by 2015; Juniors hit by falling prices

SUPPLY SECURITY

The security of access to rare earth elements continues to be uncertain in 2012, as the vast majority of global supply remains under Chinese state control.

Chinese export quota restrictions were a key factor behind the surge in rare earth oxide (REO) prices in the 12 months up to...

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