so NdPr was down about 400t in December, but as September was first month at 600t, and assuming Oct/Nov were also about the same then Lynas was already 200t ahead going into December.
If the new norm was 600t (up from 500t) going into December then they should have produced about 200t.
If this is true then the net effect is only really about 100t loss.
I think it was very smart to announce that September was first month 600t was achieved, 3 months ahead of plan. This may have allowed Lynas to be seen to be losing production in December whilst still producing very close to pre NEXT levels.
Also, if the annual limit was based on completely finished product, it’s possible they have a heap of “almost” finished product that may boost Q3 production.
Just my thoughts.
Q2 production
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