The political views of China\’s president-in-waiting Xi Jinping remain a mystery,
Quite possibly. But here\’s my prediction anyway.
Xi\’s family apparently owns a substantial stake in one of the major rare earth producers. Jiangxi.
I would therefore expect more \”consolidation\” of the industry, more \”management\” of output, in order to support prices. I expect Jiangxi to suffer a great deal less consolidation and management of output than other companies.