The 17 so-called “rare earth metals” play strong supporting roles in many of the consumer electronics we enjoy on a daily basis, from our TVs to smartphones.
"What I can say with full confidence, though, is that prices will rise—for producers and consumers alike—which is good for gold but a headwind for continued economic growth."
Since the commodities supercycle unwound nearly 10 years ago, many investors have been waiting for the right conditions to trigger mean reversion and lift prices.