Just find this post. They mentioned Lynas.
http://www.ac-rei.org.cn/portal.php?mod=view&aid=5562
"From jan16 to aug16, China imported 10000 tons rare earth from other countries. 65% from malaysia at US6.5/kg.
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Due to low price, Moly went bankrupt. But Lynas increased production and produced more on PrNd. It is estimated Lynas will be profitable from 4th qr of 2016. However Lynas will still have a hard time for survival."
Between a rock and a hard place, page-28
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