"At the other hand there is still MP Materials which has this type of Elements in Mountain Pass."
No, they don't. MP is good resource of the light REEs (LaCeNdPr) but it is a poor resource for any of the heavy rare earths. This has always been known; their dominance of the REE market decades ago was before the criticality of DyTb and the value of other HREE emerged. I feel certain that MPs HREE deficit is the main reason that settling on a value for the site brought recent negotiations to a standstill.
IMHO the Chinese are using MP (10% ownership by Shenghe) to put economic pressure on Lynas. Lynas would probably love to buy MP now (as I said they should back when it was for sale for 20 mill USD) just to put it in care until the economics justified it.
https://www.defenseone.com/ideas/2020/08/rare-earths-pentagon-making-same-mistake-twice/167585/
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