That particular quote refers to the new products on offer,...

That particular quote refers to the new products on offer, separated Dy and Tb, therefore not yet reflected in revenue. Lynas is offering these sought after products at higher than China prices.

In general on pricing, I have long thought that Lynas has been shafted by outside China customers and governments. As desperate as they were to reduce dependence on unreliable China, they never came to the party in any significant way to support outside China production. While Japan was instrumental in saving Lynas from going under, pay a small premium in price and are generally supportive, it was by no means a selfless charitable act. Japan and the rest of world have their China hedge in Lynas but no more than that. They want a supplier that is not capricious, that is reliable, ESG compliant etc etc but don't want to pay more for the privilege. I guess Lynas was not in a position of strength to negotiate in the past, however recent geopolitical events have certainly shaken up things. Amanda has said that customers had their fingers crossed all these years that supply chains would somehow work out. Well, the day of reckoning appears to have arrived with the tariff upheaval and, as Amanda has also said, Lynas will take full advantage of this opportunity. Maybe its time has come at last.