Interesting comment by John Coles from the magnificently named...

Interesting comment by John Coles from the magnificently named "Australian Centre for Sustainable Business and Development" from the University of Southern Quenslanld. Must have a huge business card.

He suggested demand for R/Earths, with increasing applications everywhere, is likely to increase by 400% in the next 5 - 10 yrs.

Did make me think, we have been hearing a lot about China's supply restrictions, and China's increasing demand (potentially requiring most if not all of its own supply within a decade). Have not heard much about increasing demand however, and this is the first prediction I have heard of such a significant increase in demand.

If, in view of the above and the fat that R/E mines tend to take up to 15 years to get to production, and ARU / LYC / ALK are among the first to be producing, it may well be a fantastic future.

Rgds
KMS