Interesting to note that Batou produce N5 and N6 purity upon request only. Does this command a higher price over the the lesser purity levels? I believe so. Then we have different mixes of REO as well, again, will this command a higher price?
Also there can be special partical size requirements and special density requirements. All affecting the sale price IMHO.
Will the basket price be higher if Lynas was only producing high purity custom spec REO for its customers? I believe so.
Is the basket price out of China relevant to Lynas? Probably not IMHO.
bad feeling , page-53
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