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Rare Earth Stocks Hit 52-Week Low As William Blair Says China Supply Optimism Is "Incorrect"
Rare Earth Stocks Hit 52-Week Low As William Blair Says China Supply Optimism Is "Incorrect" Our "Great Rare Earth Disconnect" note earlier this week highlighted the widening gap between elevated rare earth prices and tumbling junior miners and producers. William Blair rare-earths analyst Neal Dingmann has also weighed in on the forces driving the selloff. "Revived rate-hike fears, hot CPI, and other macro concerns along with rare earth headline and company-specific concerns have notably hurt the largely high-beta rare earth group in recent weeks," Dingmann wrote. The VanEck Ra