LYC 0.00% $7.60 lynas rare earths limited

Ann: Kalgoorlie Facility Achieves First Feed On, page-11

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  1. 1,406 Posts.
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    Trying to figure out the benefits of having both C&L plant in Malaysia and KAL operational.

    My understanding is KAL can supply enough MREC for LAMP downstream separation capabilities. So why the need for MAL C&L to remain operational?

    Assume that if MAL C&L remains operational, it would only be at 50% capacity, which is around 11Kt of original capacity. Or is Lynas planning to operate both at full capacity. Seems like excess capacity which is going to affect efficiency and COP.
 
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