ARU 2.70% 19.0¢ arafura rare earths ltd

US Wants to Disrupt China's Rare Earth Dominance, page-26

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    A better Q would be just how much & what REO does US actually import?

    Answer: Very little other than La & Ce, and virtually NO NdPr.

    In fact they don't even import much NdFeB anymore, just 17% of Chinese exports (EU takes 52%) US imports its NdPr/NdFeB already manufactured into components & finished goods.

    US will never be a significant REO mkt until they redevelop their middle supply chain, which would take most of a decade.
 
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