Reuters reporting that "China's demand for these elements is likely to soar more than 50% over the next five years" Chen Zhanheng, vice-secretary general of the Association of China Rare Earth Industry, told a conference in Shanghai this week that domestic consumption was expected to rise nearly 9% this year to 97,700 tonnes, and would end the decade at nearly 150,000 tonnes, up from 90,000 tonnes in 2014. - See more at: http://investorintel.com/technology-....UtuqSoSX.dpuf
At the moment Australian ASX listed companies control around a third of the world's rare earth resources and a visit to http://www.australianrareearths.com
will help you get to grips with the opportunities that are again emerging.
It is probably not outrageous to suggest that this will be one of the major drivers: