Regarding REE....China WILL heavily restict exports in REE,as the domestic use will have absolute priority in the country,and as said,they hold 95 pc of the global market.
We talk about a niche commodity here,nevertheless,it is as given b4 by protrader,its commercial use is widespread.
And the supply/demand picture is leaning heavily to heavy demand,and the supply side will be very limited,if u take the supplies of China off the market.
And KATX has REE!!!
That means more added value:))
Cheers