In short: Cited as evidence of the scarcity — buyers needing non-Chinese separated oxides compete for output from "a handful of facilities, primarily Lynas in Malaysia" plus pilot-scale operations; nowhere near enough capacity at any price.
Lynas isn't a rated pick here — Prins names it as proof of how scarce non-Chinese processing is. When a Western or defense buyer needs rare earths separated outside China, Lynas (which runs a plant in Malaysia) is basically one of the only options, alongside a few tiny pilot operations. There simply isn't enough of this capacity to go around, which is the whole point of the article.
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