The (New) Outlook For Rare Earth Metals

Only a couple of years ago, industry experts suggested that if your rare earth deposit did not contain marketable quantities of dysprosium, your mine could never be commercial. Light rare earths cerium and lanthanum would likely end up in oversupply, they said, but neodymium magnets would become essential to mankind. In 2011 the global rare earth picture looked a lot different to 2009, and in 2013 it looks a lot different to 2011.

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Lynas Not Out Of The Woods

Last week a court in Malaysia rejected an appeal against the granting of a Temporary Operating Licence for Lynas Corporation’s ((LYC)) LAMP project and while this was a positive JP Morgan was just one broker of the opinion the company still offered too much short-term balance sheet risk.

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Lamp Going Out For Lynas?

As recent FNArena articles on the subject of the rare earth metals space have noted, the global race to compete with China on rare earth element (REE) production has now come down to a mere handful of names including two stand-outs, and a big chunk of daylight to third. (See, for example: Rare Earths Done And Dusted? No, It’s Xeno-Time). Those two companies are Molycorp in the US and Australia’s own Lynas Corp (LYC). A year ago, it looked like Lynas had moved ahead of Molycorp.

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