You can find it all in previous posts where I've referenced it.
Summary 2017 H1 State purchases into storage:
https://news.smm.cn/news/100773720?topic_id=114
Recent Baiinfo comment (password access):
Market Forecast
- On policy side, mining quota of rare earth ore registered sharp increase. For rare earth oxide, limited increase was seen for production quota. Market confidence was boosted by rumors of state procurement.
Adamas' huge Dy & Y deficit fantasy leveraging DFS, page 18:
http://northernminerals.com.au/wp-c...efinitive-Feasibility-Study-Presentation-.pdf
Ann: Research confirms global dysprosium deficit, page-19
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