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MIDSTREAM / RESEARCH BRIEF

The separation bottleneck

Why a new source of concentrate alone cannot deliver a qualified oxide.

Start with the feed.

A plant has to accept the mineralogy, concentrations and impurities of its incoming material. A mixed carbonate or another upgraded feed remains a mixture. Its availability alone cannot establish a separated Dy, Tb or NdPr output.

Check product and plant separately.

Lynas describes mixed rare-earth carbonate made at Kalgoorlie and further processing in Malaysia. The example illustrates how intermediate production and the ability to separate specific elements can sit in different places. Feed testing, compatibility, specifications and residue management remain route-specific.

Separate status from intention.

Use dated evidence to distinguish site selection, construction, commissioning, trial lots and commercial products. Confirm the material form and actual production window before relying on a planned project for a continuity scenario.

Primary sources.

  • IEA · Rare Earth Elements8 April 2026

    The IEA estimates China’s 2024 shares at 60% of magnet rare-earth mining, 91% of refining and 94% of sintered permanent magnet production. The first two cover Nd, Pr, Dy and Tb.

  • Lynas · FY2025 Sustainability ReportOctober 2025

    Lynas describes its Australia–Malaysia route, separated Dy and Tb, traceability and Towards 2030 priorities.

  • Lynas · Kalgoorlie processing facilityAccessed 6 November 2026

    Lynas describes cracking and leaching concentrate into mixed rare-earth carbonate for further processing in Malaysia.