Lynas To Quit Malaysia, page-2

Premature IMO Qoka; they need a well advanced exit strategy first.
Most importantly WA C&L appears to be at least 2-3 years away and until that's operational no Malaysiam Ops means no production even if they've already set up some separation capacity in Texas. In that case our key Japanese clients have to go back to China cap in hand and our status as the only reliable ex-China supply takes a hammering. It would also make it much more likely that another producer would be funded and nurtured as Lynas was.
They need to build ex-Malaysia capacity while sucking up all the politics around the LAMP for a few more years, if that's at all possible.
Of course they also need ongoing production and cash flow if they are to self fund all this expansion.