The thing is all rationale debate over this past year or so has...

The thing is all rationale debate over this past year or so has failed to ongoing absurd uncertainty shown in Malaysia. There's no reason not to believe it wont continue and objectives later attained.

Political influence and media support have created a sentiment of considerable concern over Lynas. This is a very dangerous thing regardless of all other dynamics and research. As it offers political power over all else.If LAMP moved. Given share dilution, problems and uncertainty. This would all offer a heavy toll on sp. Not sure if REE prices would change much given Lynas supplies only a few percent of world supply. Mt Weld would become a supply source to China and reaffirmed back in its pricing mercy. Lynas having lost its LAMP crown returns to a miner status.

I'd suspect Japan would just open up their own LAMP if they really needed one and process Australian sources. Seems the most logical option to me if they really value supply control.