LYC 0.90% $7.70 lynas rare earths limited

China ?, page-4

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    "Analysis of Japanese port data from the Japanese Ministry of Finance shows that there was no uniform drop in Japanese imports of Chinese rare earths following the trawler collision."

    http://www.eastasiaforum.org/2013/08/18/did-china-really-ban-rare-earth-metals-exports-to-japan/

    Viewing everything Chinese as "China" is a 1.01 mistake the ROW appears to continue to revel in.

    Geopolitics of RE are far more interesting than that.

    Look to Japanese SLOC's, and gauge their chances of gazumping the Dragon.

    China 1 (sth borders)

    Japan 1 (LYC, as a consequence above) but totally dependent SLOC's.
 
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