a RE analytical article has be forwarding by China's authorities network --- Shanghai Metals(SMM) on 13 Feb 2014.
there has a part in this article which triggered interesting guess:
"Japanese companies are also accelerating the diversification of procurement channels, Sojitz company began in the fall of 2013, imports of rare earths from Australia, Toyota Tsusho company also plans to produce rare earths in India by 2014, But the quality is unsatisfactory, Current data show that China's rare to detect the best quality." (for cautious, the use of Google Translate).
---"But the quality is unsatisfactory"---not clear where the rare earth products came from and what specifications, But India hasn't output yet the final products.
LAMP has a So long-time delay, the reasons may not be so simple and occasional, just hopefully those problems have been resolved now.
(Can provide a link of this article if anyone interested, but only Chinese version)
LYC Price at posting:
28.5¢ Sentiment: LT Buy Disclosure: Held
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(20min delay)