LYC 0.26% $7.77 lynas rare earths limited

NdPR price, page-2106

  1. 824 Posts.
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    Hi Tingus
    while time ticks away, these articles come around time and time again. Toyota certainly is making EV battery progress . But I'm not picturing them being price competitive with the Chinese EV which also have blade technology. The article has too many " mays" and " likelys" without any direct reference to Lynas and vice versa, AL makes no reference to the Japanese car market as any significant customer base to improve our bottom line. You could be right but I just think Toyota will be a poor competitor to Chinese EVs. China is in full swing producing huge quantities now, surpassing Tesla this year. Toyota IMO has left R&D too late and won't be price competitive. Just my 2 bobs worth.
 
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