Ann: Shenghe Investment and Funding Term Sheet, page-39

The forecasted demand is about equivalent to 10 peak resources output needed in 10 years to accommodate for future demand. So what companies you listed will contribute a little.

here's the things, the most expensive component of EV vehicles is the battery, the magnets can triple in cost and as the lithium cost per wattage continues to decline in line with estimates Ev market will continue to grow, as the vehicles become cheaper, its like the early growth of the flat screen tv market , wasn't the rare earths needed that went up that had made cheaper screens was the capacity to make them and perfect the process. The battery tech is still developing and already results with batteries that can refuel as fast as a petrol car and travel almost as far . Watch that space . Point being the magnets prices increase fourfold wont impede Ev vehicles growth targets. Only lack of investment for the scale required. So there is a bit of horse before cart irony to it . But price pressure sure to rise on demand

China is the largest producer of EV and second largest consumption of energy , they have massive projects in the pipe line regarding renewables. Even if hydrogen became preferred the magnets would still be needed.