You say apart from Japanese, there is not enough downstream processing.
However, look at RVR's report - https://www.visualcapitalist.com/chinas-dominance-in-rare-earth-metals/
Japan is the biggest purchaser of China's rare earth market.
Hence, increased production is definitely on the cards.
I recall Amanda saying that the 75% production capacity is only to manage the "low Prices" at that time. Now that constraint not there. Will need to check with her in the next TCON.
You say apart from Japanese, there is not enough downstream...
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