I don't think it will impact Lynas, in this article Matthew James from Lynas said "It's below the requirements of the non-China market and will keep supplies tight". Reckon it could upset some of the more junior REE companies though.
china 2nd half quota announced, page-7
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$7.71 |
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| 1 | 16763 | $7.70 |
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| LYC (ASX) Chart |