Are Investors Finally Waking Up To "The Great Rare Earth Disconnect"?

Are Investors Finally Waking Up To "The Great Rare Earth Disconnect"? Last week, Canaccord's critical minerals team highlighted what we call the "great rare earth disconnect": tight supplies and elevated spot prices alongside a vicious bear market in mining stocks that began in early summer and extended into October. William Blair's rare-earths analysts also commented on the downturn, challenging the market's expectations that Chinese supply constraints would ease and calling that view "incorrect."The divergence between ongoing critical-material supply constraints, driven by China's "resource nationalism," and depressed mining stocks has some traders...