稀土价格暴跌企业开发热情骤减_时事

稀土价格暴跌企业开发热情骤减

给小公司前景蒙上阴影的是，多个大型稀土矿正在建设中。分析师认为，这些大矿会造成市场供给过剩，使稀土价格无力反弹。

In the arid mountains of California, Denver-based Molycorp expects to be producing rare earths in large volumes by the end of this year. Australia's Lynas is poised to add to supply after a Malaysian high court last week rejected calls by local activists to suspend its operating license for a new processing plant there..

总部位于丹佛的Molycorp计划今年年底之前在加州的贫瘠山区大规模出产稀土。预计澳大利亚的Lynas也会带来供应的增加。马来西亚活动人士曾要求吊销该公司当地一座新加工厂的营业执照，但相关要求上个星期被马来西亚一家高等法院驳回。

According to Tony Parry, an analyst at Sydney-based Resource Capital Research, demand for rare earths will more than double to nearly 250,000 tons over the next decade. But he estimates the growth in supply will outstrip demand between 2014 and 2019 as new mines start operations.

悉尼Resource Capital Research的分析师帕里(Tony Parry)说，10年过后的稀土需求将接近25万吨，超过目前水平的两倍。但他估计，在2014年到2019年间，随着新矿开始运营，供应的增速将会超过需求的增速。

'Some projects looked viable 18 months ago, and they don't anymore,' said Trent Allen, an analyst at Bell Potter Securities. 'To survive you need to have scale and grade, or at least to be able to produce cheaply. Not every small project will tick those boxes.'