You're mis-reading. The "US" is the US government, as DOD perhaps DOE.
Lynas Mt Weld Malaysian LAMP production, Lynas 2025 production gains, Blue Line JV production, plus any production from new KAL ops: ALL PAID FOR BY JAPAN.
With just 20% of global magmetal resources, Japan will have none to spare for XXROW. If Lynas wants a piece of XXROW demand, they will need to expand and collaborate.
Good news - pentagon resumes lynas contract, page-51
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