Absolutely no consequence whatsoever to Lynas IMHO.
The main issue has always been around the low level radioactive reside, which has been resolved, at great expense, with the Kalgoorlie C&L plant. Lynas does still have a license to import lanthanide concentrate though.
What are you suggesting, Malaysian government will simply order Lynas to shut down. Thats rather extreme. Imagine the diplomatic fallout, and not just from Australia but Japan and ISA as well.
In fact, it’s plain ludicrous to even make that suggestion.
Take your blatant down ramping elsewhere.
NdPR price, page-2441
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