Comments from Vegas re Moly development:
"hydromet/SX is a long way from operating again"
"no one processes bastnaesite outside China so where else would it go?"
"La is coming back"
Some very interesting implications economics RE, particularly with Chinese characteristics, potentially adding value to Lynas mine to product supply chain.
Rare Earth Salts - "stars of the show" - "First NA producer HRE in 20+ years" - claimed OpEx < $2kg, 4 commercial agreements.
Got all the slide decks but won't go to the effort given the propensity for deletion on a descriptor.
word just from Vegas, page-7
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