Ann: Kalgoorlie Facility Achieves First Feed On, page-17

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ausheds

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10/12/23

20:38

Post #: 71373106
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Originally posted by 600mL ↑

None? I had assumed they'd turn it off?

My understanding is the C&L plant was built because Malaysian regulatory body prohibited the import of 'thorium bearing' ore. So C&L in KAL was built to address this concern.

There would be no need to run C&L in MAL now. It becomes redundant (albeit due to flip-flopping regulatory policy of host country)
Lynas didn't make it for fun.

Unless you are thinking they will continue to import 'unconcentrated ore' as feedstock for MAL C&L plant and also 'concentrated ore' from KAL C&L plant in parallel?
I wouldn't think so? Unless that is allowed following various reviews.
I thought it was built to supply to possible destinations.
If it was just Malaysia LAMP, then yeah that becomes a shipping volume cost vs power and labour cost optimisation decision. However there are multiple paths being developed with the one in Texas.

It's an internal supply chain management optimisation issue, but there is also path diversity.

(I am freestyling here after almost a dozen beers on a glorious Perth Summer Saturday afternoon and using language & terms that suit me, before anyone jumps down my throat for using the wrong words. )

There is another interesting option where they keep it and accept feedstock/ore from another deposit too (but that's LT strategy speculation of my own).
Let's just label that optionality as 'strategic ambiguity' for the timbering.

Cheers

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Wouldn't surprise me to see Kal commissioned thru H1 CY24 and then put under care & maintenance until demand warranted, probably on a campaign basis initially.

LAMP C&L highly likely the most cost efficient particularly run up towards capacity, running both at partial capacity the least cost effective.

LYC Price at posting: $6.39 Sentiment: Hold Disclosure: Held
12 Upvote

3 Great analysis

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