Confirmation is good, here it comes;
Profiting from the Inevitable Price Increases of Rare Earths in 2018
The rare earth market will have a tremendous 2018. Position yourself now to profit .Risky supply + increased demand = price increases
The U.S. Department of Energy is anticipating a critical shortage of neodymium, europium, terbium, dysprosium and yttrium necessary for green technology development and construction. (US Dept of Energy, Technology Metal Research). With virtually no production outside of China and with the supply response being inelastic, it will take a considerable amount of time for new mines to come online and begin production.
One of UBS’ many interesting conclusions was that the market for rare earths, neodymium in particular, could face demand shocks in case of a rapidly evolving EV market. The material is used in the e-motor magnets