Estonia's Kyoto deal

This post is in reaction to comments to a post by AnTyx about Estonia's acquisition of electric cars by Mitsubishi for trading pollution quotas (or, if you will, emissions — also called assigned amount units or AAU's) to Japan under the Kyoto Protocol).

The rare-earth metals issue is half-moot: It's not so much about mining them, but producing and processing them to some usable state, and outside China, Estonia's Silmet are like the only supplier (a few moons ago there were articles about Silmet both in EPL and The Economist); while Australia et al. are restarting production — they had to stop, because Chinese supplies were so cheap, and then China raised prices when it turned out that they were the only major producer and supplier (like there's anything new in such a world of business).

So I figured that this isn't just pure chance that Mitsubishi, Japan, and Estonia got off with this a great deal wrt. pollution quotas and electric cars (the batteries of which require rare-earth metals :).