The 'Opportunities Always Exist: Infrastructure Requirements For The Electric Car Boom' article is not directly related to ALK but has an interesting view on the future value of rare earths. It does refer to LYC which is a current producer of mainly light rare earths. ALK will produce a much bigger proportion of heavy rare earths so if what the writer believes comes true it will have a bigger impact on ALK than LYC.
http://www.*********.com.au/greg_tolpigin.asp?a=AV&ai=45366
Looking forward to the next few months, should be a good news flow if all that has been alluded to comes to pass.
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