Correction to my previous post - ARU did update their Nolans economics in 2022. Their early 2022 estimated CAPEX (before ILU/LYC demonstrated blow outs and 2022-24 inflation) was $1.6B AUD to produce 4,440 tpa NdPr oxide. OPEX on an NdPr oxide produced basis was 29 USD/kg after phosphoric acid credits (very good). But the incredibly high up front CAPEX means a LOM average NdPr oxide price of 130 USD/kg is required to get to 20% IRR, or nearly 3x the current spot price.
Would be interesting to do a head to head comparison with Sybella after follow up met work is released.
Sybella Benchmarking vs Peers, page-106
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