Will China’s Latest Moves Help Rare Earth Producers?

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  1. George SA says:

    Great article. Take a look at he Tantalus and Sheghe deal. The first time a Chinesee RE company has signed an off take with an overseas employer. CapEx for Tantalus is tiny because it’s ionic clay and margins are c50-65%. Is there a better junior play? In general though, very interesting that the Chinese are preparing to import REE!


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