Chihawk,
I take your point that current ROW supply is so low every element has a market.
Perhaps, Lynas needs to make this clear in its marketing, as I was looking at the profile perentage of each REE for Mt Weld on the Lynas website. A better table would have included each specific REE tonnes.
I was just trying to counter expectations that Lynas can supply ROW with everything over the longer term, ignoring such unknowns as competition, supply-demand isses, price elasticity plus unexpected an expansion of uses.
There is one area where you may help. What I have not been able to establish is which REEs will be primarily produced as REE oxides at the LAMP - all of them or a selection?
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