tony: "If a misinformed, vindictive and just plain nasty member of parliament can essentially shut down the Japanese manufacturing sector then the world is in real trouble"--but she isn't acting alone. Her opposition is beyond obsessive. Having studied China for 40 years, my bet is that China is behind this and their target involves far more than Japan. Close down serious non-Chinese competition, it's that simple, although it probably is taking longer than Red China thought it would and, in this case, probably won't end the way they want. China knows energy metals are a key to the future and they have been doing everything possible to achieving control of all those metals worldwide. They probably see even more serious competition given Lynas' mining expansion in Australia and refining in the US--no way is it acceptable for "giant Lynas" to become a true transnational national corporation. And its not just coincidence that China has its hand into America's only functioning rare earths mine and soon only processing plant. China thinks long term--government doesn't have to worry about elections and series of administrations with differing objectives. They play hardball while the West flounders with no coherent plan for rare earths. I'm invested in Lynas because I don't think the Chinese will succeed and I see Lynas becoming a biggie in the mining and metals industry. I love to see Lynas promoting itself now as the non-Chinese source for rare earths--perfect timing. My bet is that we are in the early stage in that trajectory.
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