I note a comment on the ARU site.
" We will rise off that... Chinese trying there level best to keep pollution under control.. will invest in rear earths overseas before turning the RE tap back on at home... its strategic after all... did you watch the ARU interview with M.D and hear his comment? he said something to the effect of " even if every rear earths project currently getting developed goes to production there will not be enough rear earths to meet demand"'.
Not having any background in either rare earths or mineral sands, can anyone who has some technical background comment whether the implied shortage of rare earths also extends to mineral sands?
If so, perhaps you could bring it to the attention of MLMs management before they do anything rash not and hopefully having learnt the need for some diligence before off-loading potentially valuable assets.
We must (try to) keep smiling!
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