Has China Missed a Rare Opportunity?
Source: BBC, Puneet Pal Singh (8/31/11)
"If miners and companies find alternative sources, rare earth might not do for China what oil did for Saudi Arabia."
No matter what the reason or rationale behind China's REE export curbs, the move has got nations and corporations worried.
Expecting an ever-tightening demand-supply imbalance, high-tech manufacturers have started to look to for alternates to rare-earth materials. And as miners and companies look for alternative sources, China could well see its stranglehold on the sector loosen.
If that happens, rare earth might not do for China what oil did for Saudi Arabia. . .View full article