Anyone else think this assumption is questionable at best?
"Lynas’ assumptions in relation to RE supply are Chinese official production remains flat at ~94ktpa to 2020 (no allowance has been made for additional illegal mining supply in China) and that the only additional
non-Chinese capacity to come on line is Lynas at 22ktpa and Molycorp at 19ktpa."
just a hash over of previous announcements, page-13
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