Lol Kev, that piece has got 63c written all over it, 'specially when you consider Lynas SEG/HRE would supply 75% of official ROW DyO & TbO purchases past couple of years.
But just wait till the Japs spot this really nasty "special action letter", "to carry out the fight against rare earth illegal acts", complete with no less than eight very angry red stamps:
http://www.repe.com.cn/index.php?op...d=844:2016-12-09-02-17-29&catid=22&Itemid=119
Actually the media blurb just reads like all the others over many years, but who knows, maybe they've had enough practice to be a tad more effective this time around:
http://www.repe.com.cn/index.php?op...d=846:2016-12-09-08-09-40&catid=22&Itemid=119
China crackdown could curb rare earths outflow, page-2
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