LYC, Amanda herself is suggesting issues with getting all this through. Further, LYC product on the NDPR and also HRE spoken for in terms of Japan (existing relationships).
Maybe the US or Korea wants their own pipeline (full autonomy on a full processing site within the western supply chain)? With extension/ stage 2 potential, that as stated in the quarterly today will consider not on third party processing/tolling of HRE, but done in house by ARU.
For now, they have big plans on the NdPr, most of the revenue.
Also consider Aus. government involvement to support ex-China price index. That is what the stockpiling was all about. DC discussed this today.
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(20min delay)