almost lynas LOLWho is Involved? With respect to the May 4th press release, if we had to guess, there are really only two rare earth producers operating in USallied nations: Lynas Rare Earths Ltd. and Northern Minerals Limited. Both are headquartered in Australia. Given that Lynas already has a separation plant using conventional solvent extraction technology, we suspect that the unnamed rare earth producer is Northern Minerals which, to date, has only been selling a rare earth concentrate. This TTA seems likely, to us, to be an investigation of moving Northern Minerals, and Ucore along with them, further downstream.