https://www.nres.gov.my/ms-my/pusta...ion Clay Rare Earths Industry in Malaysia.pdf
^^^handy paper. It's old but still some good insights
"BUSINESS MODEL FOR THE DEVELOPMENT OF ION-ADSORPTION CLAY RARE EARTHS INDUSTRY IN MALAYSIA"
If anyone wanted to read up on some info relating to the IAC projects in Malay.
Most info is quite opaque.
Refer to pages 34-60 for stuff specific to IAC project and upstream/downstream.
Well done LYC on securing feedstock. Not a holder but bullish on the sector. Geopolitically this move makes a lot of sense as well.
Aligns well with the LYC HREO supply strategy.
SF2TH
Ann: Lynas inks agreement for Malaysian ionic clay feedstock, page-7
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