start of xindong's tsunami?, page-3

Chinese command 95% of world supply and 65% of world demand (or figures around that range) - Chinese like them or not, have the supply and end product channels to see Ngualla reach it's full potential. In cleaning up thier own back yard, urgency for alternate supply increases. WTO keeping tabs on Chinese rare earth practices, China investing heavily in Tanzania infrastructure, to ensure a smooth transition of contracts and supply channels - port to port - so provided that offtake split is reasonable, then Ngualla could be a ...... (Can't say ... don't want to jinx) Waiting in anticipation. IMO DYOR Miner