https://www.reuters.com/business/autos-transportation/china-frictions-steer-electric-automakers-away-rare-earth-magnets-2021-07-19/
“Nechalacho expects to average 5,000 tons southbound for the next three years before increasing to 25,000 annually in 2024, if the company is successful in obtaining permits for the Tardiff expansion.”25,000t per ann with ~40% REO are ~10,000t REO
so this would be 400mio US$ worth right?
