Tesla is going (back) to EV motors with no rare earth elements., page-41

I agree. Ree is not at risk for many years, Elon M. said last night they are designing out REE PMS. For the casual observer this could be bad. But Elon says many things and it usually takes much longer than he says. Also as REE prices drop which they are doing right now, ignoring the usual uptick right before China's new year, there will be less reason to take them out. Even though Lynas, MP and other manufactures in the REE chain are down I think in a week or two we will see this as just another little bump in road. Yes, I think Lynas is facing problems, but Elon's statement is not one of them.