Any guestimates best based on May '19 preso:
"Lynas has 50t/year of Dy and 20t/year of Tb contained in its current SEG from CLD. Duncan has 3 to 4 times this quantity"
Remembering "current SEG(HRE) from CLD" will likely double from 2019 along with NdPr, safe to say on those numbers with nominated expansion they are looking +300tpa Dy equivalent, with Q's remaining around supply routes from both security & efficiency POV.
Regardless, Japanese mag makers will be mightily relieved when it happens, they are likely now largely drawing on Tb/Dy reserves.
Any guestimates best based on May '19 preso: "Lynas has 50t/year...
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