lynas cost of prpduction sub $12/kg, page-60

Thanks SRV, I'm aware of these initiatives. But I do place some reliance on advice from omg and others that the specialist expertise that has been held by Lynas at the LAMP now for quite a long time, together with what some independent experts have stated to be the best REE processing technology currently available, will continue to give Lynas a marketing edge for some time.
Correct me if I'm wrong, but my understanding is that the skills required to produce consistently high quality REEs are in fact very scarce in the world.
Rumor has it that this is currently a major problem for MCP, for example, and I'm therefore doubtful about the ability of other competitors to quickly prove their ability to pose a major threat to Lynas.