October Rare Earth Price Correction
We cautioned in our October report that whilst the fundamentals of the industry have greatly improved, prices have run hard and we should expect to see some correction in October. This correction was even more pronounced as the Chinese State Reserve Bureau (SRB) did not make any purchases in September and subsequently we have started […]
Rare Earth Stockpiling by SRB Ends In Stalemate
The main topics in this feature include: Potential for new round of stockpiling SuperLig®-One plant successful India to develop rare earth to further defence industry The last round of stockpiling ended in a stalemate. The SRB were unable to procure material at their target price owing to artificially inflated offer prices. The expectations are that […]