Y39 'New calculations and predictions needed if and when Lynas chooses to purchase additional raw materials from third party producers in the future.'
I think the constraint is the ability to process. There is plenty of ore (raw materiel) as Mt Weld, unless you mean buy in ore with different elements and change the setup of the LAMP - costly IMO.
Mt Weld is worth as a feed stock for the Lamps, and the processing is the constraint on increasing production above 22kt PA. LYC could build a 3rd LAMP processing plant if demand really takes off.
lamp phase 2, page-24
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