Lynas and LAMP Residue Issues, page-128

Yesbut what is your point?   China needs Lynas as a non Chinese’s supplier.  The business they take from China is not that big.  China isfocusing on downstream products more than REO.     Look at theprice bubble of 8 years ago how many design outs were done for REO.  Lynas goes out of business China becomes the supplier of almost all theREO in the world.   Though Lynas demise will give a nice pop to China'sbusiness the design outs of REO based products will hurt China far more thanthe business Lynas takes a few year after.   Look at Tesla except the model 3 all their products use non PMMs.   There are a few advantages to PMM but if the sole source of PM is China.   Howlong do you think it will take companies to Drop PMMs.   Look at how much Ce and La were designed out of Catalyst during the 2001 Price bubble. These newer low Ce and La catalyst work better and account for most of  the Catalyst market today.  This lower REO content is one of the reasons that Ce and Lastay stubbornly below USD 2 / KG. Which is slightly  lower than the price in 2009 and 2010 before the price run up.