actually that's not quite true today the capex of ree separation plants has collapsed with new technology meaning plants today can be built for a fraction of the cost of say 2010, secondly , while i agree the world will move into over production of the lights as more and more carbonatites or monazite (or even steenstrupine) projects get up the situation with the heavies is dire with even the chinese going to need more
ETM Misinformation, page-251
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