LYC 2.03% $6.74 lynas rare earths limited

reuters, page-17

  1. 2,364 Posts.
    A question/thought guys for anyone who knows the industry better than me.

    With all this political argy-bargy and the US no doubt backing Japan, what happens to Moly?? In particular their Neo assets which I believe are mainly in China.

    Did a quick trawl and found a plant in Estonia producing 3 k tonne annually separated LREE and SEG but apart from that and Mt Pass what's their ex-China capacity?

    And if they have to toll in China will they be able to freely export it (I doubt it)?

    Interested in learning more.
 
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