Decoupling The Rare-Earth Junior-MiningMarket From Emphasis On Molycorp And LynasJack Lifton's latest "We will also now see a clear differentiation in supply and demand between the light rare-earth elements (LREEs), and the heavy rare-earth elements (HREEs). HREE production is, at best, flat in China, currently the sole producer, even as demand proceeds to grow. This can only result in firm current pricing and a steady increase in prices over the years to come for the HREEs. Since non-Chinee HREE production will, at best, grow slowly, if even at all, it is likely that HREE supply will not meet demand anytime in this decade." from..........https://www.techmetalsresearch.com/2011/11/decoupling-the-rare-earth-junior-mining-market-from-emphasis-on-molycorp-and-lynas/