Since 2013, China's rare earth production dropped into orbit

From 2013 , the Government of rare earth potential illegal digging of private blow gradually carried out, while rare earth prices fall , real domestic rare earth production in a downward spiral .

In view of the serious domestic rare earth industry chain surplus , especially smelting separation production Nengchan capacity reaching 320,000 tons , far exceeding the annual global consumer demand nearly three times larger than the real yield of total government control of production . We believe that a simple analysis of the global supply and demand balance substantive meaningful pattern , rare earth lies in seeking investment opportunities in the future supply crunch event-driven factors and the downstream demand marginal improvement.


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