REE is a great longterm investment IMO
itll be like any other commodity
market is distored at the moment because the west was happy to get supply from china and let them pollute their environment
they have no real power
western tech will deliver a stable supply of REE and the chinese will become irrelevant
like oil
USA actually export soil
the arabs still make a lot of money but its not the 70s oil crisis anymore and never will be
the brazillian projects are caught between a rock and a sandy place IMO
the west will develop its own secure supply (ARR for example) but in true democratic style cheap high grade stuff from Brazil will be welcome
the chinese will become irrelevant
serves the right and all by there own doing
solid reliable companys with low soverign risk and relaibel qualtiy supply will do well
......and thats not china
General discussion (MEI), page-4512
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