The supply and demand will be out of balance the next 2-3 years as several non-Chinese reengage their mines. The cost of the elements have already skyrocketed 300-400% in the past year and we are only beginning the world shortage period.
The added global capacity will surely set up the bust in 2014?
http://datacenterjournal.com/index.php?option=com_content&view=article&id=3960:rare-earth-metals-a-double-edged-sword&catid=25&Itemid=100126
