Amanda says the world will need several Kalgorlie’s so not worried about competition from Iluka (also a SH ‘r). If anyone can get the heavy plant working in US, Amanda and the team can. Light should be relatively easy smeezy. Competitive moat should last through 2026 and beyond as they experience the long and costly journey that Lynas has successfully completed for some time!
China ban export rare earth processing, page-25
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