US DOE
http://energy.gov/sites/prod/files/DOE_CMS_2011.pdf
[From a Climate Wire story by Joel Kirkland] “In general, global (rare earths) material supply has been slow to respond to the rise in demand over the past decade due to a lack of available capital, long lead times, trade policies and other factors,” says a report put out by the Department of Energy at the end of December…
The report says that part of the problem is “the market’s lack of transparency and small size,” making it tougher for rare earths to trade at fair prices.
DOE has scaled up work on rare earths issues, according to the report, including devoting new funding for research, bringing in international experts and developing a research plan.