Rare earths are certainly getting tight:
http://www.telegraph.co.uk/finance/comment/ambroseevans_pritchard/7921209/Hot-political-summer-as-China-throttles-rare-metal-supply-and-claims-South-China-Sea.html
I agree that the best thing NTU can do is to drill the swiss cheese out of it until they have a formidable resource.
Rare earths are certainly getting...
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