"Goldman Sachs has poured cold water on the increasingly hot rare earths sector, warning that supply is growing faster than demand..."
"Malcolm Southwood, an analyst at the investment bank, expects the supply deficit to peak at 18,374 funds this year, equivalent to 13% of demand, before slipping into a surplus of 3.2% in 2013, with supply continuing to outstrip demand for the following three years."
18,374 seems like a lot of funds...
http://citywire.co.uk/wealth-manager/investors-clash-over-the-true-value-of-rare-earths/a498551
investors clash over the value of rare earths, page-3
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