CHOKEPOINT LENS
DOSSIER
ROLE
Australian rare-earth producer — Mt Weld mine, Malaysia LAMP refining, and a Texas heavy-REE separation plant targeting 2026.
CHOKE POSITION
The most credible ex-China route for heavy rare earths (Dy/Tb) — the side of the light/heavy fork where the constraint actually binds.
Key readouts, what makes the choke pay, what breaks it, and the catalysts on the watch — for every instrument on the board.
PERFORMANCE
No market data available for this instrument.
RELATED SIGNALS
FULL FEED →China NdFeB export controls tighten — rare earth licenses now required
China's Ministry of Commerce expands export licensing to cover heavy rare earth alloys and NdFeB magnet powder. New licenses take 45+ days. Western magnet makers face immediate supply gap.
Lynas Texas HREE plant delays — Western rare-earth refining bottleneck persists
Lynas announces 6-month delay on Texas heavy rare-earth separation plant. Dysprosium and terbium separation still China-concentrated. MP Materials Mountain Pass expansion on track for light REE only.
INTELLIGENCE FILES
ADJACENT INSTRUMENTS
NOTES
Texas HREE plant targeting 2026
Market intelligence, not financial advice.