«It is precisely this type of vulnerability in the overall rare earths supply chain [for geopolitical reasons and others] that makes it important for Japan and other countries to diversify their supply chains for rare earths,» adds Hatch. (sciencemag.org)
I think it will still be some time before a self - sufficient non-Chinese rare earth supply chain is established, but as demand for these metals and the products they are used in continues to grow, REE investment can be a profitable choice for the risk - tolerant investor. (discoveryinvesting.com)
Much more likely is a scenario in which Lynas will have to make an additional commitment to safety, and will start its Malaysian refinery — which could eventually put out 22,000 metric tones a year — in one or two months (every month of delay costs Lynas $ 10 million) and make sure rare earth supply increases even further. (seekingalpha.com)