We are under seige.The question is ..who are WE.Is it the REE...

We are under seige.

The question is ..who are WE.

Is it the REE sector?
There are now 200 REE mines shovelling outside China.
A year ago..you could count on one hand.

Anomilies abound about almost every REE mine.

Who has too much LREE,s not enough HREE,s,the world will run out of HREE,S before LREE,s...its like kids..nah nah nana na..we,ve got this ,you,ve only got that.

Then you have minor mentions of locations.AVL under a lake,GGG frozen in with the Yetti,....it would be fun to go on..bottom line..WE ARE A BASKET CASE.

So far,so much crap,misinformation,has surrounded this sector,its no wonder we are where we are..the whole sector.

No one has a clue..sorry..a slight clue.

ie..New technology...who on earth can predict that..really..not a hope in hell.DAH,thats why things are tagged.."INVENTIONS"..YET UNKNOWN.

So draw a huge line through Supply/Demand figures..all light years out.

So if you summed up the sector,you,d have to say.."Its thousands of arrows pointing in all different directions.

The closest clue the world has of this sector is MCP (Producing).AS a global flagship,no wonder the world is still totally confused.

Forget LYC...not producing..besides they are caoght up in a political,racial,religious battle...the only status that we hold is..that we MIGHT go into production.

Heres the tricky bit.

There is no 3rd for..(ARU just went back down the line..then ALK..4 yrs..MAYBE..when they make up their mind..Zirconium..or REE..cant do both...another gap GW..slim pickens.

Lets pop out off the forum and view the Macro scene.
MCP needs to get mining and building a processing plant..the tailings are not the future.
Put a time frame on that..MCP always make it smokey as to when the tailings are finished with and when they will mine new stuff..at best two years off getting mine going/completing a processing plant.
The world cant wait that long.

That leaves ALK as the world savior..3 yrs away.

Then ARU..yr 4. as back up.

This leaves China to continue world dominence for another 2 yrs min,and with that competition..dominence..5 yrs.
Global Risk:China stops all exports of REE,s.

There is only one thing that can plug that 2 yr gap..and it can start doing that by Sept.

When you look at the magnitutude at whats at stake here its quite mind boggling.
In the Chess game Malaysia is the Pawn..LYC is the board,the outcome will be determined by the back row,global powerbrokers.
The key stake holders ..Japan,US,Europe,Australia are involved.
This is what the village Protestors are up against...good luck.