lynas cost of prpduction sub $12/kg, page-55

"I can't see other new producers posing much threat in the next couple of years at least."

Well, not strictly true...

Er... India & Toyota? "Indian output of rare earth metals will get going this autumn when the Toyota Tsusho Corp-Indian Rare Earths Ltd jv gears up to supply 4,000 tonnes a year to Japan. The operation should be at full capacity by the end of 2013. Indian Rare Earths will extract the uranium and thorium and the Toyota arm will refine the rare earth metals, including neodymium"

Mongolia & Baotou (entered PWC Top 40 World Miners list)? Kazakhstan & Sumitomo?

Alkane appoints Credit Suisse & Sumitomo to source debt to fund Dubbo this month? "Sumitomo will be the sole lead coordinator for export credit agency deals, or any other available government assistance programs" http://blogs.wsj.com/dealjournalaustralia/2012/10/25/rare-earths-miner-alkane-seeks-1-billion-bounty/?mod=WSJ_qtlatestnews_latestnews

Korea approaches Arafura (Thyssen Krupp already onboard?) "The preliminary deal also covers processing facilities in Australia and South Korea. Its projected annual production of 20,000 tons of rare earth oxides is equal to around 10% of the world’s supply" http://blogs.wsj.com/dealjournalaustralia/2012/05/07/koreans-bank-on-arafura-for-rare-earths-supply/?mod=WSJ_qtlatestnews_latestnews