RockTalk: Does uncertain supply make rare earths a BUY?

RockTalk is a Stockhead video series featuring a roundtable of resources experts discussing a new macro topic each week.

In this two-part edition, host Peter Strachan digs deep on the rare earth market and how supply uncertainty is impacting the sector’s investment upside.

Populating the expert panel for part one of this discussion is Gavin Lockyer, Managing Director of Arafura Resources (ASX:ARU) and Jeremy Robinson, Executive Director of RareX (ASX:REE).

The panel for part two is made up of Mike Rosenstreich, Managing Director, of Hexagon Energy Materials (ASX:HXG) and Tim Harrison, Project Manager, Ionic Rare Earths (ASX:IXR).