Absolutely no need imho, I can simply quote them:
Lifton: http://investorintel.com/rare-earth-intel/breaking-laws-economics-thermodynamics/
Kingsnorth: Dy surplus 2016 > http://investorintel.com/rare-earth-intel/dudley-kingsnorth-weighs-molycorp-lynas-latest-rare-earth-market-forecast/
Trout: http://spontaneousmaterials.com/Papers/Spring2013.pdf
As far as French winemakers are concerned I'm currently on my way to the Bordeaux Wine Festival so will be able to provide a first hand account of the current supply/demand balance if your interested.
dysprosium crisis is coming, page-18
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