Lynas has got all the REEs that may become supply risk in future.
Consider the below image to consider how far Lynas has come:
Considering what the REE industry has gone through, and the competitor's progress, I will say Lynas is very close to become one of the dominant rare earth producer in the western hemisphere. They might just turnout to be the BHP Billiton of the 21st century for Australia .
Lets see.
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