Analysis: Investors get picky in rare earth race

Reuters reports that investors are casting a far more discerning eye over the rare earth sector, betting that only a handful of companies will survive in the race to supply the world with the high-tech metals of the future.

The market news is quoted as saying:

Critical to a company’s success is the quality of its ore deposits and its technological prowess in extracting and processing the metals. Analysts estimate that half a dozen companies might make the grade.

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