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NTU v. LYC v. the rest, page-43

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    Actual data points expressed in adult language tonne = 1000kg, current SEG/HRE capacity 1200tpa:

    •Lynas has 50t/year of Dy and 20t/year of Tb
    contained in its current SEG from CLD. Duncan
    has 3 to 4 times this quantity
    • Lynas plans to invest in HRE separation and
    develop extraction from Duncan

    Potentially 250/300tpa DyO equivalent, probably approaching 2x ROW demand currently, remembering all this is just by-product, but NOT a profit centre, rather strategic investment.
    Last edited by ausheds: 07/05/21
 
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