Chinese Export Quotas Cut
By Clint Cox
The recent reduction of Chinese rare earth export quotas is a BIG deal.
It’s a HUGE story that reflects the unpredictable nature of this market.
The industry is being shaken. There will be clear-cut winners and losers. It may takes weeks and months before things settle.
I just wanted to acknowledge this event, as it will undoubtedly take its place in the long list of rare earth market shaping moments.
Later this week I’ll take a stroll back to the beginning of rare earth time…