Lol, here is a VERY graphic answer to the Q > "why doesn't Lynas go downstream to metals":
Dragon's operating capacity 2017, touch over 60%.
Monthly production stats out of 43850tpa NdPr metals capacity:
So much BS hype about "rare" earths, reality is MASSIVE over capacity thru the system, 100ktpa oxides, 20ktpa magnetic metals.
How the hell is Lynas "on allocation" NdPr???????????????????
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