LYC troubles could benefit ASM?, page-4

I think they are only planning on producing a carbonate in Kalgoorlie so it may be a big problem for them.

This is from the Lynas projects area:

What are Lynas’ plans for Kalgoorlie?
Lynas is excited to be building a new Rare Earths Processing Facility in Kalgoorlie to process the Rare Earth concentrate
from the Mt Weld mine.

This is a foundation project for the Lynas 2025 growth vision and material produced in Kalgoorlie
will be further processed at the Lynas Malaysia advanced materials plant in Gebeng, Malaysia, or at the proposed Rare
Earths separation facility in the United States.

Lynas-Kalgoorlie-Processing-Facility-FAQs-July-2022.pdf (lynasrareearths.com)