"Presently signed EU directives obligate the efficiency class IE3 or better for all electric motors with nominal power of 0.75 up to 1000 kW starting from July 2021. These requirements are further raised to IE4 or better for motors between 75 and 200 kW after two years (April 2020 amendment to the EnEV)."
That was a big ask and it means a lot more PM replacing copper; given the current law (aka the penalties) and future incurred power costs, the Cu-to-PM capex differential is quickly recovered by the opex ala efficiency gains. That means it is only the supply security that hinders the PM markets. The flexibility of AM permits efficient use of limited resources which makes the swarf-free, near-net-shape bonded magnet industry a natural partner.
A very good article imho for those interested in how EM, AM and PM are getting along atm.
LYC Price at posting:
$7.90 Sentiment: Buy Disclosure: Held
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