One way or the other, this has been factored in by Lynas. Planning for KAL goes back years and they are spending hundreds of millions to get it up and running. factor in all of the IP they have learned from their experience in Gebeng and KAL will be even more efficient.
There will be a huge mountain of ore to process and if in fact they can't process Condisoil in Malaysia they can do so in WA. Not a huge revenue stream but a nice one nonetheless.
BTW, Ford just announced a battery megafactory in the States this morning. That is at least 4 by my count so far.
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