This is a bit of food for thought. They know they can’t keep polluting. New environmental standards will cost more. Expect the supply price to rise off that back of this and adoption of EV.
https://www.google.com.au/amp/s/www.newsecuritybeat.org/2017/03/china-begins-adjusting-true-cost-rare-earths-decarbonization/amp/
Future Supply Gap, page-13
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