https://wcsecure.weblink.com.au/pdf/LYC/02952070.pdf
Interesting move from Lynas – they’ve just signed an MoU with MB Inc. (Kelantan State’s investment arm) to secure future feedstock from ionic clay deposits in Malaysia. While it’s still non-binding, it could be a smart play to strengthen their supply chain, especially with heavier rare earths like Dy and Tb in short supply ex-China.
If this progresses, it might give Lynas more flexibility and credibility as a local operator (not just importer/processor), and could potentially help them tap into high HREE content from these clays. Worth watching to see if they can pull off a definitive deal and what kind of grades Kelantan can deliver.
Thoughts? Does this help Lynas finally play more aggressively in the HREE space? Does anyone have any insights on the grades?
Interesting move from Lynas – they’ve just signed an MoU with MB Inc. (Kelantan State’s investment arm) to secure future feedstock from ionic clay deposits in Malaysia. While it’s still non-binding, it could be a smart play to strengthen their supply chain, especially with heavier rare earths like Dy and Tb in short supply ex-China.
If this progresses, it might give Lynas more flexibility and credibility as a local operator (not just importer/processor), and could potentially help them tap into high HREE content from these clays. Worth watching to see if they can pull off a definitive deal and what kind of grades Kelantan can deliver.
Thoughts? Does this help Lynas finally play more aggressively in the HREE space? Does anyone have any insights on the grades?