BTW CJ, came across a rather amusing letter in the archives from the US Magnetic Materials Assoc back in 2012 challenging Mark Smith on Moly's HRE BS presented to Congress.
Quite an entertaining read, but does cover a number of issues that remain very relevant today:
http://www.usmagneticmaterials.com/documents/USMMA-Letter-to-Molycorp-103112-v2.pdf
Wonder if Smith ever responded, lol.
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