Interesting to see the internal mainland Chinese prices up nicely across the board.
http://www.metal-pages.com/metalprices/rareearths/
These prices aren't effected by any export quota/tariffs/restrictions etc, so should give a more transparent picture of true demand/supply across the RE complex.
The question is what are the true price drivers? Real demand growth? Stockpiling? environmental cutbacks? tackling black market supply? Baotou steel rate controlling? External companies moving to China for access to materials? All of the above?
Choice
Interesting to see the internal mainland Chinese prices up...
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