In this interview, Jack Lifton tells us how a non-Chinese international rare earth toll refinery would get separated rare earths downstream more efficiently, while simplifying miners' business plans. Find out which companies could be part of the solution.
Even the HREE producers coming on stream in the next two years will have little choice but to sell their products to Chinese or Japanese rare-earth metal and alloy producers. There is no other location for them to go.
The real question is how much of the higher costs of rare earths can be absorbed by the Chinese supply chain before increases in cost for value-add rise, to where a competitive supply chain can be economic in a foreign (to China) country.
In the next decade, a rebirth of silver industrial demand, thanks to the emergence and growth of a number of new end uses, will join continued strong investment demand to push silver prices sharply higher.