“I should think that with all the expansion Lynas has done to achieve 10.5 K of NDPR it would be obvious to all.”
That’s your problem, you think too much and don’t understand. Lynas will have to process MREC from Kalgoorlie to achieve 10.5kt NdPr.
The Malaysian government concern is about production of WLP. They have given Lynas until March 2026 to prove a method of removing thorium from WLP. The Malaysian government is not going to allow Lynas to double output of WLP production during that timeframe. It wouldn’t make sense.
Evident to any logical thinking individual that the Lanthanide import license restriction, which limits WLP production, is still in place.
Thats what I surmised from my research.
I don’t think you’re a down ramper. I think you’re just simple.
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