ARU 0.00% 18.0¢ arafura rare earths ltd

5% of World's REE, page-105

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    None producing REOs, with the possible exception of state-owned Indian Rare Earth (in JV with Toyota Tsusho). Itself a stop-start operation.

    There have been a few producing intermediate products (high-grade mineral concentrates or mixed rare earth carbonates/chlorides etc.): Northern Minerals (product sold to China), Rainbow Rare Earths (to China), Energy Fuels (to Estonia, thereafter to China), a number of mineral sands companies including RIO and ILU (to China), Chinese (or Japanese!) controlled entities in various SE Asian countries (to China). A bit of Russian supply. Some of these have also been stop-start.

    That's it I think?

    Tough business.
 
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