Looks like no matter it finally goes for condisoil, on-site PDF or off-site PDF it doesn't affect Lynas at all. The best case is condisoil so Lynas can maximize the revenue from residue.
In case On-site PDF, Lynas can do exactly the same as now. Lynas can still sell fertilizer (NUF+filler). Fertilizer per kg, WLP portion is less than 10%. Income from residue doesn't affect too much.
In case Off-site PDF, similar like on-site but spend money to build the same thing again. Cannot imagine the current RSF is expensive to build but DOE will create 2 problems for themselves.
1) waste space of land for duplication construction.
2) DOE create a bad reference for other case for any
future policy making. If a 6Bq/g material requires PDF when there is 8 regulators all agree it meet standard, malaysia will need to build lots of PDF everywhere?
making.
Lynas Presentation to Malaysian Delegation, page-11
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