y39, so?
Refer to some of the below - none of this is news, but if your view on Japan = Toyota demand your conclusions are flawed. Don't get me wrong I believe Japan will use it's quota from Lynas as they'd prefer going to Lynas than China, but Toyota is not a make or break for Lynas.
Tyota's part ownership of REE prospect
http://www.smartplanet.com/blog/bulletin/toyota-affiliate-buys-half-a-canadian-rare-earth-deposit/4631
4000 tonnes of supply from India (supposed to have started by now)
http://rareearthdigest.com/ree-news/news-global/67-newsasia10122010.html
Seeking to reduce REE use
http://rareearthinvestingnews.com/6409-toyota-seeks-to-decrease-reliance-on-rare-earth-elements-electric-vehicles-china-japan-induction-motor.html
sales contracts for phases 1 and 2, page-25
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