LOL Stoops you gotta get AAA+ for effort!I'm just speculating...

LOL Stoops you gotta get AAA+ for effort!

I'm just speculating broadly here but I think the IM plant will have limited capacity, they will most likely form some foundation partnerships with potential Canadian HREE miners and their process will be configured to suit. Apart from transport costs I just don't think any Oz juniors would get a look in when there is potential supply on their doorstep.

Long way for them to go though, just look at the timeline for Lynas's LAMP and a lot could happen in the interim not the least being Duncan. Have a look at the demand projections in the DoE CM report in section 4: http://energy.gov/sites/prod/files/DOE_CMS2011_FINAL_Full.pdf
then add projected Duncan supply of 178tpa Eu, 300tpa Dy, 62tpa Tb & 1128tpa Y plus a doubling of CLD Nd with another 4034tpa.

With the exception of Tb Duncan/CLD have the potential to satisfy the bulk of additional CREO demand for 5/6 years under all but the most aggressive growth trajectories. Will be interesting to watch developments but Lynas/Duncan has the potential to shut out all but the very best projects mooted ATM if your taking a LT view, rather than spec.