First speculated on the Rhodia connection for HRE separation over 12 months ago, more recent info seems compelling.
If correct Lynas will end up (S1&2) with 84tpa Eu, 21tpa Tb, 21tpa Dy & 63tpa Y sitting in the middle of Europe.
Seems like an attractive proposition for a deal maker to look for some downstream value add wouldn't you think?
No guarantees the Siemans JV will be sited in Malaysia either, particularly after recent events.
basket price falls heavy today to 38,88 us$/kg, page-49
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