well lets just see
a few months later we had :
http://www.lynascorp.com/Announcements/2010/Sojitz_Strategic_Alliance_Agreement_Announcement_241110_915993.pdf
"This agreement will result in more than 70% of the Lynas 22,000 tonne capacity now allocated."
So the big question is not sales, it's price of the sales.
Truth is, Sojitz can not survive if the sale price is too high, nor can lynas if it is too low. A middle ground will be found.
is lynas profitable at china fob prices?, page-5
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