Moly operating at 15,000 mt run rate?
Dan if your trading I'd suggest you get your data up to speed. Check Con K's comments Moly's QR2, they hit that run rate for a couple of days last June and bottlenecked the plant. Q3 reported production was 1099mt including concentrate, quick calc using price comparison to previous Q suggests oxides or carbonates would be 600/700mt range, call it 2800mt annualised.
Let's see what Q4 looks like, but as noted elsewhere Lynas is selling La into FCC right in their backyard.
fa on lynas, page-52
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