OK, thanks guys. I’m thinking more on weave’s lines; I find it hard to see anyone else at the moment justifying the costs of building RE processing plants without enormous government subsidies. AND then there’s the IP!
I’ll be very surprised if MCP can fully compete with Lynas’s highest quality production in the medium term, even with heavy subsidies. And with Lynas’s USG support for in-country production of both LRE and HRE, will the additional LT support be provided?
Deciphering Lynas, page-1017
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