All future tense, saw their Nov 12 presentation of primary prospects, nothing subsequent re development.
Yet Vietnamese processed RE exports have grown last few years. Showa Denko ostensibly running an 800tpa "recycling" plant & Shin Etsu built 10ktpa capacity, for current total < 3ktpa exports. Maybe they have a limp LAMP too?
Would be interesting to know where the 26t Dy that Vietnam imported July ended up, lol.
Vietnam considering possible 33-50% environmental fee on rare earth, page-8
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