https://www.nytimes.com/interactive/2023/05/16/business/china-ev-battery.html?referringSource=articleShare
Sure you saw this. So far Amanda controls 10% of refining for neodymium in world and that could grow to 20% if Malaysia changes its mind. Sure that strategic advantages that China has mentioned in NYT article will be addressed over time with tariffs and other controls. The US military will not let this stand. In our country we like everyone to compete but maybe it’s time for picking national winners and supporting them or else we will be beholding to China forever.
Europe or USA plant, page-3
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