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.