"HRE is on the radar of governments and industry these days"
Absolutely & totally disagree, 2011 - 2o14 the Govt's of US, Jap, EU and China all successfully funded HRE reduction/deletion programs, which are ongoing in both Jap & China > Baotou Xidirui Technology Co., Ltd.
"NdFeB heavy rare earth grain boundary diffusion technology research and equipment industrialization development project"
Lynas survived after it delivered 850t on spec NdPrO June Q 2015, half to China mag makers & half to Japan, and I started buying volume.
NTU is a very long way from proving it can viably deliver a low grade HRE concentrate to a Chinese separation plant, its own paid research clearly states it is totally dependent 40/45% taxpayer subsidy which is finite.
Totally dependent DyO values at least doubling next couple of years, no hard data suggests that's remotely possible ATM.
The Dark Horse in the Lanthanide Stakes, page-41
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