Also of concern is the extent to which new technology or alternative materials will reduce manufacturers’ usage of rare earths – especially if their prices start to rise again.
另外值得关注的是,新技术或替代材料将能在多大程度上减少生产商对稀土的使用,尤其是如果稀土价格重新走高的话。
Investors will therefore be looking for companies that can crack the metallurgy of processing heavy rare earths and secure investment or offtake agreements with end users.
因此,能够解决重稀土加工难题、与最终用户敲定投资或购买协议的公司将获得投资者的青睐。
“The difference this time round is that there is increased investor knowledge about the lights versus the heavies and which elements are really critical, says Ms Dennis at Dundee Securities.
邓迪证券的丹尼斯表示:“这次的不同之处在于,投资者越来越清楚轻稀土和重稀土的各自利弊,以及哪些品种才是真正重要的品种。
“Investors understand that the end markets for these elements are small and there are more companies available for investment than will be needed by the market at the end of the day.
“投资者明白,稀土的最终市场规模很小,归根结底,可投资公司的数量上超过了市场的需求。
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