Capabilities of the KMP, page-3

Not sure if it was brought to notice on this ASM thread ..probably was , but no matter , worth repeating :
Investorintel article --Jack Lifton ..23rd June 2023

If ASM still leads the pack in this clean production technology at the KMP , and Dubbo can ever get off the ground in producing the separated individual products that took years under Ian Chalmers guidance with ANSTO , to develop ...then ASM WILL fulfill its many promises !!
My problem remains --that technology stands still for no one ----and ...the longer Dubbo takes to get up and running , the more ASM looses its Mine to Magnet edge .
Fingers crossed --that ASM now is in a stage of "underpromising and over delivering "--rather than the opposite that existed for over two prior years !

https://investorintel.com/critical-minerals-rare-earths/the-not-so-shining-path-to-rare-earth-permanent-magnet-independence-from-china/
Jack Lifton on the Investorintel site , astutely brought attention to the several "problems"with rare earth "pure materials "supply --in the USA , but a world wide problem .

Edit :
The Pentagon has for a long time realized that you cannot effectively create a domestic total rare earth permanent magnet supply chain piecemeal from the existing array (jumble[?]) of small specialized companies that operate today in America’s very small, highly specialized, permanent magnet manufacturing industry. No American company is today mining rare earths for direct use in the American domestic market; no American company is extracting rare earths from an American rare earth ore and selling the extracted mixture to any domestic American downstream processor; no American company is separating a rare earth mixture, extracted by cracking, leaching, and processing such a pregnant leach solution into both individual and purposely blended rare earth products; no American company is manufacturing rare earth metals or alloys; and no American company is, or, under these circumstances, can be producing rare earth permanent magnets from domestic resources.