Agreed! This looks like prudent work by ASM to get source stock supplier diversity in the lead up to Dubbo. Does anyone have any insight into the range of REE oxides potentially available from VTRE vs that of Dubbo? Nd and Pr I assume but others also??
Although we are very much in the dark as to KMP commissioning progress and even what products it is being commissioned to produce, I understand that TiCu is one of those products. Those oxides will not be coming from VTRE I assume, so from where?
Still so much to know about the ASM strategy with KMP and potentially other plants but this announcement indicates such a strategy likely exists at least, if not being shared with us. I guess that's something.
Ann: ASM signs Agreement with Chungcheongbuk Province and VTRE, page-6
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