Dubbo is an undeveloped polymetal with massive challenges ahead of it, just 0.018% Dy in-situ that needs to be recovered thru an extremely complex process, unproven beyond pilot.
Lynas offers an existing SEG/HRE feedstock ~$10kg, right now, pretty much capable of meeting 100% of ROW HRE demand in 18 months.
Lynas/REE News, page-6
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