Gosh, so little said in so many words!
My points were simple and correct:
- The NEXT and 2025 expansions come with JARE priority rights.
- The further Mt Weld expansion just announced has no such limitation.
- Of course JARE/Sojitz will remain our core partners.
- As pointed out in your QR quote above, Japan is far from being the only partnership Lynas is planning.
To quote:
".... the light and heavy rare separation that we plan to put in place together with a recycling capability would be able to supply for close to 7,000 tons of finished magnets per year. So, to make it very simple, that would give U.S. to move from, let's say, zero tons of production of magnets today to around 50% of what Japan is producing. So, let's do that first,"
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Gosh, so little said in so many words!My points were simple and...
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