VMM General Discussions, page-9

http://labfabitr.citsenaiitr.com.br/en/home-english/




Great point about the scale reality, But LabFab's 100-200 TPA is indeed tiny versus global production, but it's strategically positioned as South America's first facility to break China's monopoly. Even capturing 0.1% of global production is significant when you're the only alternative supplier in an entire continent. It's about market positioning for future expansion rather than immediate volume impact.

I've consistently stated that LabFab's focus is on 100-200tpa. The real story is far larger—the development of Brazil's full rare earth ecosystem, from upstream mining, through midstream processing, to downstream magnet production. It's not just about incremental tonnage, but about strategically creating an integrated supply chain. Focusing on volume alone misses this crucial bigger picture; Brazil's approach positions it to actually challenge China's dominance in REEs