"...Japan will get 9,000 tons a year of rare earths from Australia’s Lynas Corp. and 10,000 tons per year from Molycorp Inc. (MCP) of the U.S. in the second half of next year (2013!), according to Yasunaga.... "
that means lynas has to start to deliver the stuff next month!
http://www.businessweek.com/news/2012-11-16/japan-signs-deal-with-india-on-rare-earth-production-supply
sojitz, page-5
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