LYC 0.49% $6.12 lynas rare earths limited

Trade Wars, page-69

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    goofy, Can you provide a link that supports your claim that the LAMP can't increase production without approval? I'm not familiar with that and I'd like to understand terms, etc. Is this perhaps a limit on how much ore they can bring through the port?

    Hard for me to believe they actually have a limit on production, though not hard to believe they might have a limit on how much waste (especially WLP) they can produce. Given the fact that they are adding significant processing in Mt Weld, the issue would be a good one to consider and/or be aware of.

    If true, and somewhat dependent on how and by whom such a limit might have been established, it would raise a separate concern I have not considered (IIRC), as concentrate grade will turn lower in time and more would need to be brought in from Mt Weld to maintain production.
    TIA
    Last edited by Chemist1959: 12/07/18
 
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