You really are fighting an uphill battle horco, things really ain't going your way at all.
While Hallgarten guessing Dy $395kg Edison just slashed their Dy 2020 by 43%, all the way down to just $200kg.
But even at Hallgarten's silly value those revenue numbers just don't work for a 52% con ex Darwin, no way, but stick around and you'll learn the hard way.
And the demand side no looking too flash right now, let alone two years off. Latest from TDK, one of the largest advanced NdFeB manufacturers on the planet:
"Avoid........Dy"
"....mass-production/supply system....completely Dy free material........highest level max energy"
"....committed.....Dy-free NEOREC series magnets"
https://product.tdk.com/info/en/catalog/datasheets/magnet_neo_summary_en.pdf
Actually sounds like your pushing the proverbial uphill with a pointing stick, and don't count on Hallgarten for any help.
You really are fighting an uphill battle horco, things really...
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