Ann: Lynas Selects Kalgoorlie, page-24

Only a risk if Blue Line gets IP to produce medium RE's IMO, LYC don't separate heavies and they need someone outside China to do this for them regardless, we have a multi decade long supply of this stuff as a by-product, it's a no brainer low risk expansion strategy IMO.
LYC have said they may look to medium RE in future with Blue Line but that will be disrupting the old Moly Mess rebirth (or perhaps afterbirth is more appropriate?) and not actually taking anything away from their current production profile or sales markets, only "expanding into the growth of the market and not ahead" so to speak, I swear I have heard that somewhere before