jack lifton of "technology metals research" says in this article, "their is 250 ree companies, only 25 will survive" looks like he thinks lynas will be one of them thankfully, but, he does make a few disturbing observations regarding chinas position in future ree supply.
http://www.reuters.com/article/2011/11/01/us-rare-earths-lifton-idUSTRE7A03Q120111101?type=GCA-GreenBusiness&feedType=RSS&feedName=GCA-GreenBusiness&rpc=43
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