The proposed Duncan process is simply proof of the problem and an indication that Lynas have been aware of it for several years. Does nothing to solve the issue of 11ktpa Ce from the LAMP. Posted this several times previously but the Japanese/Sth Korea market for Ce/polishing has contracted from 13ktpa 2010 to 3ktpa 2012. Most of that 10ktpa will be permanent demand destruction so Moly & Lynas really need an alternate volume market for Ce to be able to optimise profit.
Fair chance Ce makes up 40/50% of the Sojitz mktg agreement which helps illustrate the problems there.
aussie $ collapsing = rising ree price, page-23
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