Repetitively calling me monotonous, static, myopic? Lol. You sound like a broken record.
The average Tier 1 vehicle undergoing a 48VMH conversion adds negligible NdFeB. It adds Li, Co, graphite and copper, but not REEs. I'll gift you 100 grams.
The average vehicle being converted to a BEV adds 1500 grams.
That means a 2% market penetration of BEVs is equivalent to a 30% market penetration of your beloved 48VMHs.
The US and China are at ~2% BEVs now. Where are you at with 48VMHs? Lol. Your nothing-burger is stuck to the grill, dude.
EVs, traction drive motors all sizes for all size vehicles actually, that's the market that really matters for Lynas, regardless where or who. All the rest of the markets may well look strong, but only EVs resemble a healthy young gorilla.
Today, the beginning of ‘the uptrend’, page-161
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