some interesting views to share...

"there is room for 2-3 large producers of rare earths in the marketplace outside of China (large, as in production rates of 10,000 tonnes per year or more), as that market place now stands, even if these projects are predominantly light-rare-earth deposits. The two leading projects of this type, Molycorps Mountain Pass and LYNAS Mount Weld, each have plans to do something with the ore concentrates once produced, that will add further value to the resource."

"Lynas has the richest known deposit of rare earths in the world. Analysts at JP Morgan downgraded Lynas to neutral over concerns that the $535 million plant in Western Australia may be delayed."

"China has resumed regular rare earth shipments following a period of diminished exports that had countries like Japan and Germany up in arms.Of course, this is the worst possible news for the rare earth stocks, which basically just run up on China-scare headlines.And expect China to work to destroy their competitors in the REE industry."


"Even with customs officials allowing containers of rare earths to leave Chinas docks, foreign buyers face a separate, serious problem. China has repeatedly reduced its export quotas for rare earths over the last five years so that they are now well below world demand.No more than a few thousand metric tons remain to be shipped under this years quota, out of 30,300 metric tons of authorized shipments. World demand for Chinese rare earths approaches 50,000 tons a year, according to industry estimates."

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Even if the REEs bubble will be bursting that still will have some most stronger company to survive that similar like of the Internets of Yahoo!(US), in Uraniums of Paladin(AU)that price had risen insanely 200 times in 3 year(ASX:PDN.A$4.1c Jan/2004--A$10.75 Feb/2007, A$ 4.10 29/oct2010).