Lynas right now is effectively the sole supplier to the free world. More are coming on line but it will be many years before there is enough non Chinese's supply to let people relax about using REE. How does any company coming on line to make metals or magnets help Lynas? Japan will use every GRM Lynas can supply they still buy about 60 % from China. What would realy help Lynas is someone finding new applications for CE or La so those prices would rise. Not saying this is bad news only that is completely neutral. As Pol and AL said in AR CC they is plenty of demand for Lynas's NdPr product.
Lynas, China and strategic rare earths, page-20
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