REE demand continues to surge;
China hikes first rare-earth quota of 2022 by 20% to meet surging new energy demand; https://www.globaltimes.cn/page/202201/1250199.shtml - not the only article on this. Seems like main goal here is to make sure their domestic market is taken care of. That 20% extra certainly doesn't seem to be put in place to facilitate exports. Tight Western supply should persist.