moo, your forgetting Molymess has been producing at a 10ktpa rate for sometime.
Lynas need S1 at steady state before we can put our nose in front for your claim of "LYC being the major non-Chinese supplier".
Presuming of course that Molymess can maintain current production, although they are suggesting they will ramp to 19ktpa mid year so in that unlikely event Lynas would need both S1 & S2 close to steady state to take the title.
Lots to play out over the next 6/12 months.
moo, your forgetting Molymess has been producing at a 10ktpa...
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