Article
The Great Rare Earth Disconnect: Prices Up 23%, Miners Down 28%
The Great Rare Earth Disconnect: Prices Up 23%, Miners Down 28%
Here is a question that should be harder to answer than it is: China still controls the rare earth spigot, the latest Trump-Xi summit did nothing to loosen its grip, Japan is about to run out of yttrium, Washington has put a $110/kg floor under NdPr, and Western buyers are paying anywhere from 5x to 346x the Chinese price for heavy rare earths.
So why are rare earth stocks down on the year?
That is the question Canaccord's critical minerals team led...
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