"It started supplying the market sometime in February 2013."
well there we go, supplying the market for about 3-4 months now
"Sojitz will be handling 40% of total production for the Japanese market, with plans to increase that total from 3,000 to 8,000 tons in the future."
so sojitz are only supplying 3,000 tons to the japanese market? not the 8,500 they signed up for from lynas... plans in the future to increase to 8,000... but given the japanese market is only 15,000 total, how likely is it that sojitz will be controlling over 50% of the market?
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