In the last 24 hours, two Shadowplay videos have oddly appeared online with the CCP suggesting an imminent Dysprosium export ban. These are maybe intended as a trial balloon for the incoming administration.
But they raise an interesting point: China could single out this one HREE, and not all REEs, and be considerably damaging. It's not just that rare earths are critical-- but HEAVY rare earths are incredibly critical.
Since Ucore is pioneering Dysprosium processing and also has a large Dysprosium deposit of its own, would any of my students care to guess the price of Ucore stock were such an export ban to happen?
I'll make this a multiple choice test.
A) $29 a share
B)$57 a share
C)$105 a share (remember, half @ 100!)
D) I think my head is exploding!!!
:0