Great advice.
Based on broad estimates Japanese NdFeB production would be ~15ktpa, basically all high performance.
Based on Lynas May '19 presentation MtW has the potential to produce ~400/450tpa Dy equivalent.
Basically Lynas has the potential to supply 2.7/3% Dy equivalent to Japanese NdFeB production NOT including the Tb/Dy recycled from magnetic swarf which likely provides another 25% upside.
Quite blindingly obviously it is important for Lynas to realise this strategic asset ASAP.
Equally obviously it is important for magnet makers to keep refining the multiple HRE reduction processes, equally PM traction motor makers to keep reducing operating temperatures.
All of that quite obviously escapes the binary thought process stuck firmly pre 2010 when 9:1 was still in vogue.
Great advice. Based on broad estimates Japanese NdFeB production...
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