Jay Greene from CNET has published a great article about the REE, what they are used for and the state of the Rare Earth industry addressing very important environmental concerns. Modern technology and, particularly, Mobile and New Energy Applications like Wind, Solar and Electric Cars can not be produced without REE. Safe way of production means that the prices will go up and Security of Supply of These Strategic Commodities will be driving investment demand here.
"After very fast initial Boom and Bust stage of this generational Bull market Rare Earths are coming back on the radar screens now. China will be an importer of REE from 2014 and has just announced the stockpiling of REE with the budget close to 1 billion dollars."
Molycorp adds chemicals to the mix that, when heated, cling to the rare-earth minerals and rise with the bubbles that float to the top. The company then skims off the rare-earth concentrate.