operation update, page-38

Lynas may also convey a hint:

"In response to this macro environment", sorry, we can't sell too cheap for our precious resources, as Moly closed mine/plant up to 10 years to waiting for RE price to rise
---the purpose of such a capacity limit.

---
Lynas tightens belt
(http://news.theage.com.au/breaking-news-business/lynas-tightens-belt-20130607-2nub2.html)

Rare earths miner Lynas is cutting costs in response to further falls in the price of its commodities.

The company recently began production at its refinery in Malaysia but, on Friday, said the plant would operate at a reduced capacity due to subdued demand for its products.

Lynas mines rare earths at Mount Weld in Western Australia, and began producing rare earth products from its Malaysian plant in February.

It produces metallic elements used in products ranging from digital televisions, mp3 players and fluorescent light bulbs.

Advertisement "The current rare earths market remains subdued," Lynas said in a statement.

"Prices this calendar year have continued to fall, although there are now emerging signs of stabilisation in some categories."