This could explain some of the big moves in the rare earths yesterday. Keep in mind that AVL has now just recently been allowed to trade in the US so that alone should propel that at least for awhile.

"China cut its export quotas for rare earths by 35 percent in the first round of permits for 2011, threatening to extend a global shortage of the minerals needed for smartphones, hybrid cars and guided missiles."

http://www.bloomberg.com/news/2010-12-28/china-cuts-first-round-rare-earth-export-quotas-by-11-correct-.html