Back in February at a rare earth conference in Sydney, Tim Dobson, managing director of Kimberley Rare Earths Limited (KRE:ASX) raised the issue that vertical integration aggregates risk at each point in the value chain. There are more weak links at which failure could occur, in other words.
This is a real issue for the rare earth element (REE) sector. Life is not so simple as it for those who mine gold, copper, coal or iron ore. You have to go a lot further downstreamóbut just how far?. . .View Full Article