ProjectUlu Europium's well worth watching.
At 0.5% of the RE suite and prices (FOB) near enough to $1000 it contributes $5 to the 'basket' price.
More than the (roughly) 50% Ce at $6 or 25% La at $15 (if they can get it).
There is a concern over long term demand (eg the shortage/surplus plot Aus has posted several times).
Two factors may mitigate this.
- Will the world go straight to LEDs from filament bulbs or will it be via cheaper flouro technologies?
- I've seen research in the use of Europium to give LEDs a better spectrum.
Info from these sources:
http://www.frontierrareearths.com/rare-earths/rare-earth-prices
http://www.techmetalsresearch.com/metrics-indices/tmr-advanced-rare-earth-projects-index/
lynas coo in china, page-22
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