Your whole argument based on excess separation capacity in China only exists because current demand levels (which are set to increase from 2020-2025). But you’re missing the point as per usual - the facility is going to be outside China (or Malaysia for that matter) and there’s no sovereign risk for our strategic partners.
The DFS should provide more answers when it arrives- looking forward to your opinion as usual.
As for Lynas, good luck with the waste - it’s been quite a few years and still no resulution. I suspect dumping it in a bauxite pit isn’t going to cut it under the current political climate.
Your whole argument based on excess separation capacity in...
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