Lynas is building out SEG and HREE separation in Texas. Lynas expanding LREE capacity in Kal. All production from both efforts promised to Japan.
Lynas has one customer for all magnet metals: Japan. Japan gives then money then takes the produce. Japan helps them rebuild. Japan forgives their debt. Japan makes terms so easy it would be embarrassing to any CEO.
It is sufficient for Lynas to announce the terms. Thete is no need to announce the potential ramifications to the relationship. How would you treat such a benefactor? Think about it.
Japan needs Lynas REEs badly. Lynas has needed Japan badly many times. Japan has decades of resource sourcing negotiation skills; exactly why they basically own Lynas Mt Weld. Lynas has none; they are getting schooled. Japan is getting what they want; Lynas is getting what they need. Locked up tight for 18 years. Not a lot of examples of that kind of arrangement for such critical materials.
No way Japan can be "outbid" by anyone for Lynas Mt Weld magnet metal REEs, whether American, German, Chinese, or Martian, without Japan having pre-approved the sale.
Now what decisions do you think Lynas is going to make without consulting Japan first?
Upgrading LaCe? Was that a Lynas decision? Maybe, but that is also the best way to lower COP for magnet metals, thus making it a most efficacious pro-Japanese design element. The two will operate in lockstep fir many years to come.
My main concern is that Lynas JVs are proscribed until the training wheels come off or until Lynas is reliably producing what Japan has paid for: 7500tpa NdPr plus HREEs.
At an average of 4% DyTb for high-value high-grade DyTb-NdPrFeB magnets, that much NdPr requires ~1200tpa DyTb. How does that compare to Blue Line JV targets?
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