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That graphic appears to show countries somehow mining rare earths when they have none to mine.

Are you talking about countries like Malaysia, Madagascar, Myanmar, and Nigeria? The chart shows reserves and production. I don’t know the specific situation in those countries, but I do know that in the rare earths market it’s common for countries with reserves to sell the raw material because they don’t have refining facilities.

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I think the zeros are not true zeros. They just don't have reserve estimates for them and made a poor data reporting choice.

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Yeah, I thought about that too, and I think you’re right.

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