China Controls, Weaponizes Rare Earth Minersls, page-67

Hey CJ.
Show me the magnets and motors.

Hey ausheds.
NdFeB is already significant. It's backing off as REE-free SRMs come to market. And the new motors, like the ones BMW has designed, like the ones Tesla has designed, contain a fraction of the NdFeB of the old.

Going forward, the only needle-moving new NdFeB market is automotive traction drive motors, where NdFeB-assisted SRMs still look strong for BEVs and seemingly irreplaceable.

Otherwise, NdFeB is best kept in the cabin; it has already fully penetrated that space and is in fact fighting to keep it. EV volume is what we need.

e-bikes and e-shaws are top dollar apps then for demand growth.

Wind power is somewhat iffy because of the huge advantages of superconductive technologies that may be closer than most think, imo. Still, wind power is another top dollar app with a good moat and potentially the emergence of the US offshore market, where NdFeB should do very well.

I see ausheds has taken another roll with his ten-year crystal ball thingy. What a joker. What was the share price of Lynas ten years ago?