Only challenge as far as shipping is concerned I can see is that likely they'll easilly get one ship unloaded, but I'm sure SMSL will notice a sudden influx of trucks to the Lynas site (they've noticed those sort of things in the past). A good thing though is that even from one ship Lynas will have enough to start up, and if SMSL block the port for a month they only shoot themselves in the foot.
I am pretty confident in my own delivery estimates of ore, but obviously won't share here.
why has the price dropped on no news?, page-19
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