Here is a really nice article from China observing the price collapse in rare earths, but counter to this they also observe that downstream companies have almost no inventory and will need to start buying soon:
http://www.repe.com.cn/index.php?op...=1218:2017-10-20-07-20-18&catid=22&Itemid=119
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- Pr/Nd oxide up again, market sentiment bullish
Pr/Nd oxide up again, market sentiment bullish, page-477
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