LYC lynas rare earths limited

Between a rock and a hard place, page-23

  1. 19,589 Posts.
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    Good summary Goofy, about the only one that doesn't try to ram square pegs in round holes.

    Great irony of the US market, annual demand circa 11ktpa, is that it is 90% La, 8ktpa into FCC & 1400tpa Ce compounds, SFA magnetics, circa 50tpa NdPr & < 10tpa Dy/Tb BUT they are China's largest NdFeB customer circa 15ktpa. Virtually all their imported RE comes from China and bought purely on price, still amazes me Moly could NOT penetrate their own domestic mkt for low spec La particularly.

    Understand Lynas supplies at least three Sino mag makers, and I imagine at least partially thru the three party contracts confirmed in the AR, perhaps JOGMEC getting a little jealous?
 
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