A Review of the Global Supply of Rare Earths（回顾全球稀土供应）.pdf

A Review of the Global Supply of Rare Earths David Merriman Roskill Consulting Group Ltd. 20th March 2013 Disclaimer The statements in this presentation represent the considered views of Roskill Information Services Ltd. It includes certain statements that may be deemed forward-looking statements“. All statements in this presentation, other than statements of historical facts, that address future market developments, government actions and events, are forward-looking statements. Although Roskill Information Services Ltd. believes the outcomes expressed in such forward-looking statements are based on reasonable assumptions, such statements are not guarantees of future performance and actual results or developments may differ materially from those in forward-looking statements. Factors that could cause actual results to differ materially from those in forward- looking statements include changes in general economic, market or business conditions. While Roskill Information Services Ltd. has made every reasonable effort to ensure the veracity of the information presented it cannot expressly guarantee the accuracy and reliability of the estimates, forecasts and conclusions contained herein. Accordingly, the statements in the presentation should be used for general guidance only. Outline  Occurrences of rare earths  Geological settings  Main ore minerals  Review of historical and current rare earth supply  Pre-1990s  Post Chinese dominance (1990-Present)  Current production and progress of exploration  Future supply of rare earths  Availability of rare earths in China  Recycling  Forecast supply