Mate there is plenty of room for both PEK and PM8, I dont think transport costs are going to be a problem, PEK BFS been done years ago, the project is both feasable and profitable.
PEK were certainly in front by a long way, as far as having Pilot (final metal/magnet production), BFS.....etc. Delay in SML has allowed companies like ASM and PM8 to catch up, but they still have a bit to do. But thats all good.
In many ways both companies are following a similar path when it comes to final processing and metal production. Happy days.
Pek, page-52
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