LYC 1.48% $5.98 lynas rare earths limited

FVAC versus LYC, page-9

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    You need to recheck your facts on the HRE content at Mt Pass vs Mt Weld.
    Here's a tabulation (source Tech Metals Research):

    Resource

    Relative Distribution (as % of total RE)

    Nd/Pr

    Dy

    Tb

    Mt Pass

    16

    0.05

    0.06

    Mt Weld CLD

    23

    0.09

    0.25

    Mt Weld Duncan

    23

    1.3

    0.26

    So as a proportion of their Nd/Pr production, Lynas will product about 4x as much Tb and between 2 and 3x as much Dy depending on the blend of Duncan/CLD they use.
    The Lynas production is roughly in line with usage in the magnet business, Mt Pass falls well short until they find ways to use less HRE.

    Last edited by EddieB: 23/07/20
 
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