In addition to that aus and co., things like this scream buy to me...
From the US Geological survey, mineral commodity summaries, january 2018
"
Global exports of rare-earth compounds from Malaysia, a leading supplier of material sourced outside of China, increased to 15,100 tons through August, a 57% increase compared with year-to-date exports in 2016. Mineral concentrates from Australia are used to produce compounds in Malaysia."
"
The estimated value of rare-earth compounds and metalsi mported by the United States in 2017 was $150 million, a significant increase from $118 million imported in 2016."
"
Government Stockpile: The Defense Logistics Agency’s annual materials plan for fiscal year 2018 included a potential acquisition of 0.5 tons of dysprosium, 18 tons of europium, 416 tons of unspecified rare earths, and 10 tons of yttrium oxide."
Yet another US CM list, page-4
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