lets get it straight about lifton , page-5

from my reading of rare earths there are heavy and light rare earths. jack is talking about heavy rare earth of which lynas mt weld contains the following distribution

Lanthanum Oxide 25.50%
Cerium Oxide 46.74%
Neodymium Oxide 18.50%
Praseodymium Oxide 5.32%
Samarium Oxide 2.27%
Dysprosium Oxide 0.124%
Europium Oxide 0.443%
Terbium Oxide 0.068%

of which only the bottom 3 are heavy. That is the reason Lynas doesnt get a mention in the above article as the next one coming online... its a less than 1% composition.

Whatever jack says .... IMO lynas is in one of the best positions to take advantage of the perfect storm