In this case, it's very much about not biting the hand that feeds you.. JARE (i.e. Japan) has been instrumental to our business. The timing of the MOU with Blue Line (late May) vs new JARE agreement (late June), would (IMO) suggest it's been part of the carrot for JARE to provide the new terms.
'..continue to prioritize the needs of Japanese customers..' would to me mean bending over backwards, if required, to keep Jap customers happy (but with no specific quota, while NdPr has priority quota at 7200t).
Not to say we can't satisfy both Jap/DoD (in some regards they are one anyway - NdFeB from Jap to US), just will require upscaling a bit.
In this case, it's very much about not biting the hand that...
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