The key to rare earths is the ability to separate and purify them. Lynas has managed to achieve this and is continuing to improve its processing abilities. New players, even if they get a mine up an running have a huge learning curve ahead of them to successfully and economically produce rare earth oxides.
The other aspect that Ausheads rightly bangs on about is that due to the very strange nature (multiple products into multiple uses) and the small size of the RE market it is vital to build long-term connections with the supply chain.
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