RE: Fundamentals in the Heavy REE Sector"3. Lynas and Molycorp couldvery well crash the Cerium and Lanthanum price when they ramp up."
Don't think so. Lynas has to ship it's ore to Malaysia for processing. That is going to add significant costs to the final product. There will be more metal available, but the price may well be even higher. Molycorp is gonna have major opposition from California greenies in ramping up. Processing this stuff is an environmental nightmare. Look for lawsuits to hold this up for years. All they're working now is old tailings with an outdated mill. New permits will be required for a major increase in production. :-)
glta