Condisoil is nothing more than a cost neutral means of dealing with bulk residue.
La & Ce important re cost optimisation of process but a long way off a profit centre of any significance.
Total US imports of REO $150Mpa, spit in a bucket, as there is little to no ability to add value beyond basic catalysts.
1500tpm NdFeB x 12 x $50kg = $900Mpa + "pluck a figure" NdFeB enabled components + NdFeB enabled final product.
Frankly US are arrogant, while BMW try work around's because they are concerned NdFeB supply 2022 Ford recently reacted to domestic supply presentation > she'll be right mate, thnx anyway. They think the Dragon has their back (and despite the glossy C&P they don't really want to make BEV's anyhow).
Trade Wars, page-22
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