that is an interesting question
ARU shows its output as 4,440 tonnes in their presentations and 5% of global demand in 2027
LYC produces 1,600t a quarter which is 11% of global production (see below)
So 1,500t gives: 1,500/(1,600*4/11%) = 2.5%
Please correct this if I've made an error
Ann: Arafura and Hyundai Motor Company sign non-binding MoU, page-21
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