Illiterate nonsense, higher grade UH series max 180C vs SH max...

Illiterate nonsense, higher grade UH series max 180C vs SH max 150C has a higher Remanence with just 0.7% Tb GBD than alternate far higher HRE loads/process.

Note this is dated 2018, ancient history:

UH Grade Example - 2018​

	Column 1	Column 2	Column 3	Column 4	Column 5
0	Remanence	Coercivity	Dy	Tb	Production Method
1	1.40T	26KOe	0%​	0.7%​	Grain Boundary Diffusion
2	1.32T	26KOe	2.0%	2.0%​	Dual Alloy
3	1.25T	26KOe	7.0%	0.0%​	Traditional Single Alloy

* Close to reality

1. GBD enhances Coercivity, leaving territory for PrNd to max Remanence
2. For the same grade, HRE usage is going to come down, way down
3. Combined with Grain Refining process, GBD will further reduce HRE requirement

This is taken from JLMag presentation titled: "Balancing RE Demand With Magnet Innovation", a concept that has been well understood for over a decade and is well progressed.

Lynas 2021 statement: "the average mix of REO in high performance NdFeB magnet is 90% NdPr/10% DyTb" is no doubt historically accurate but in NO way is it remotely close to the average HRE content across the extensive range of NdFeB mags.

Broad brush "high performance" may represent ~20% total NdFeB volume, certainly growing rapidly, but 80% will now contain little to no HRE, just as the Chinese mag makers have been presenting for years.

Recent commercial realities certainly support that, despite the large increases in Chinese NdPr/LRE quotas the Tb/Dy HRE quotas have remained static past 3yrs. Despite the recent speculative run on NdPr prices, Tb & Dy have remained relatively muted. With only three ionic resources operating in southern China most of their HRE concentrate has been sourced from Myanmar, despite several lengthy closures of the border there has been NO noticeable mkt reaction, very odd if there is anything like the criticality you are trying to beat up.

For clarity, Tb & Dy will remain vital to rapidly growing PM traction motors for the foreseeable future, but in reducing proportions per unit given advanced magnet processes & improved motor cooling designs, hopefully somewhere close to natural occurrence, noting the higher xenotime content of numerous mineral sands prospects now looking to come on mkt.

From Lynas perspective they have a substantial ROW/Japanese mkt for Tb & Dy in particular, a strategic asset alongside their NdPr ambitions.

As to my tag line, probably would have done away with it by now as Jack's ridiculous pumping of hard rock "heavies" as investable has been totally exposed, but obviously it's still causing the binary mind great confusion.