Ahh here we go.
I knew there had to be a reason for all this interest...
Since November 2018, China’s HREO-rich concentrate imports from Myanmar have been cut in half as some Chinese provinces have started to restrict imports due to concerns that Myanmar is being used to launder illegally produced concentrate from China.Stemming from these concerns, market participants in China indicate that Beijing may implement a comprehensive ban on imports of rare earth materials from Myanmar in May 2019—a move that will severely curtail availability of HREO feedstocks in China, adding support for higher dysprosium, terbium and gadolinium prices in the near-term.
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