This is right accross the board Mr. Briscoe. Not just an LBSR problemo"h"! The contraction as you point out should only add to the additional ores shortages, and hit likely much higher prices in CU,AU AG MO and the sundry of such that are falling short in the WAREHOUSES! The average supply and demand isnt meeting the supply side so that is a big plus sign to the recovery phase expected shortly or at least acording to good number crunchers.