Trying to figure out the benefits of having both C&L plant in Malaysia and KAL operational.
My understanding is KAL can supply enough MREC for LAMP downstream separation capabilities. So why the need for MAL C&L to remain operational?
Assume that if MAL C&L remains operational, it would only be at 50% capacity, which is around 11Kt of original capacity. Or is Lynas planning to operate both at full capacity. Seems like excess capacity which is going to affect efficiency and COP.
Trying to figure out the benefits of having both C&L plant in...
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