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"Chinese future EV sales with a 100% tax in USA won't see sales increase.
Their magnet manufactures will THEN feel that pinch too.
Then what ?."
I think that you really should research as to how many Chinese EV's are actually sold into the US, and then you will realise that this will be no impact to the Chinese magnet makers.
And If it were to be of impact (which it wont be), less magnets would = less NdPr demand.
.
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