Here is an interesting scenario
Survival of the Fittest. Let us assume that prices of Rare Earth drop by 60%. How many companies will be able to survive at the current operating costs of mining and separation. Only several using the tables referred to in post #278 Here is an example of who survives and who drops by the way side:
STEENKAMPSKRAAL $1,883.72 less cost of processing $1,222.02 net value $660.72 per ton of ore processed
MOUNTAIN PASS $985.35 less cost of processing $678.90 net value $306.45 per ton of ore processed.
MT WELD $914.07 less cost of processing $591.30 net value $322.77 per ton of ore processed
ZANDHOPSDRIFT $533.97 less cost of processing $335.80 net value $198.17 per ton of ore processed
BEAR LODGE $414.65 less cost of processing $264.26 net value $150.29 per ton of ore processed
NOLANS BORE $332.32 less cost of processing $209.51 net value $122.84 per ton of ore processed
HOIDAS LAKE $301.90 less cost of processing $187.61 net value $114.29 per ton of ore processed
LOFDAL $228.53 less cost of processing $135.78 net value $92.75 per ton of ore processed
NECHALACHO $235.33 less cost of processing $132.86 net value $102.47 per ton of ore processed
STRANGE LAKE $168.58 less cost of processing $84.68 net value $83.90 per ton of ore processed
KVANEFJELD $123.26 less cost of processing $78.11 net value $45.15 per ton of ore processed
KUTESSAY II $69.34 less cost of processing $29.93 net value $39.41 per ton of ore processed
FORTE ENERGY $170.33 less cost of processing $94.90 net value $75.43 per ton of ore processed
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