http://www.bloomberg.com/news/2010-09-29/pentagon-losing-control-of-afghanistan-bombs-to-china-s-neodymium-monopoly.html
http://www.bloomberg.com/news/2010-09-28/china-s-rare-earth-ban-would-hurt-japan-economy-minister-kaieda-says.html
http://www.bloomberg.com/news/2010-09-29/toyota-forms-team-on-rare-earth-metals-amid-china-export-ban-.html
LYC MC $2+ bil abit of upside here imo
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