Careful you don't mix up NdPr oxide and NdFeB magnet material.
The projected NdPr demand is in slide 16 and it's about 60kt pa. That'd amount to 12-15 kt pa from Lynas if they want to maintain that 20-25% of global share.
Indicates thay won't stop at their 2025 target of 10 kt pa.
Ann: Argus Specialty Metals Conference Presentation, page-9
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