i dont believe so much is being smuggled, i believe the fall in exports is due to weaker demand.
weaker demand is due to companies lowering their use of REE's because of the price bubble... glass manufacturers recycling their polishing cerium etc...
it wouldnt be impossible to see how much REE's are being smuggled; you could compare export data (sales) with the useage / manufacture data... i.e. if oly 5 parts are being exported but 7 parts are being produced, we can deduct that 2 parts are being smuggled... unless companies are also under-reporting maufacturing data to cover up the purchasing of smuggled material... hmph, all conspiracy theories are perfectly untraceable...
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