Ralph wrote,
"I see some similarities with NKP: Solid, rare resource with strong demand fundamentals, robust project economics and difficult to enter market for suppliers."
Ralph, you might be interested in the following web link;
http://ec.europa.eu/enterprise/policies/raw-materials/critical/index_en.htm
See P.6 of 84 of the Report &
See P.152 of 220 of Annex V
Stagman