The various rare-earth markets are interdependent in a complex way that depends on their end uses. Greedy stock promoters are no match for the forces of the market. "Announcements" are not solutions to problems of supply.
A fantasy of growing and infinite demand and inelastic prices (prices not driven by simple supply and demand) increasing without limit, has placed the most emphasis on those rare-earth juniors who say that they will produce in the near term.
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.