Good info Tonio, this was raised in the Lynas forum recently, but of course any sensible discussion got drowned in the usual torrent of uninformed dross, lol.
Interesting that the LAMP S1 is producing a mixture of carbonate & oxide, Ce, La & Ce/La as carbonate and Nd/Pr as oxide. Several references, including Jack Lifton (after a visit last year), that production was to customer spec which perhaps suggests Lynas's autocat & FCC customers may have requested carbonate whereas the Nd/Pr most likely to go into metals hence oxides?
That's all just my guesswork but I suppose the point is CUX need to find the offtake partners who will not doubt specify their needs and preferences. Undoubtedly a buyers market and RE producers need to be able to meet market needs. If Stoops is anywhere near right with his thoughts on CoP, CUX should have plenty of flexibility to offer an offtake/development partner.
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