Good news for sure. But I wonder if your using non traditional numbers was a deliberate attempt to mislead. WE are talking 23Kton over ten years. or 2.3K T a year. Lynas is currently running 1.2 KT yr under capacity. so about half the wind growth. Plus we have the 2025 increase. Now with Cars and other things the increase could easily absorb that. Remember China also is running at decreased capacity. A lamp II might bring in another 5 ~ 10 KT a year. think we need to watch a little longer before spending a AUD 1 B on a lamp two.
Also your 1.6 KG of NdPr per KW of generator capability seems high where did this number come form?
The future , more than 2 years,looks very good for Lynas let's not make people think it is better than it is, long term that will backfire.
Even AL in both the AR and the AGM has now moved her increase in NdPr demand forecast. out to 2021
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