"on the greenland note, who says they wont simply dig the stuff up and send it to china for processsing?"
I think you didnt understand the REO-story. If greenland processes theyer REOs in china, theyer REOs will fall under the chinese export qoutas. So non chinese supply will only be effected by non chinese processing!
by the way: thats one of the big problems of moly...
lynas ree prices drop to under $50, page-60
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