If you are evaluating a project or supplier, the lutetium question is not "Do you have REEs?" It is:
Feed reality
Is the feed actually heavy-REE-bearing (IAC, xenotime/yttrium-rich streams), or mostly LREE?
Separation depth
Do they have (or contract) separation that demonstrably reaches the heavy tail and produces separated oxides at spec?
Process control and qualification
Can they run the circuit consistently enough to support high-spec buyers (crystals, advanced materials)?
Waste and permitting plan
Is the waste management credible for the chosen cracking route and feed type?