An article talking about rare earths and the leverage China has through export permits around rare earths.
What E25 needs in the HPMSM space is the auto makers taking this supply chain issue seriously and in doing so making commitments to an alternative supply chain. Based on the offtakes todate and planned volumes, E25's looking for a third offtake but hasn't yet signed it.
One of the articles theme's is the Automakers don't seem to have learnt the lesson from past shortages and are perhaps all talk no action around alternative supply chains. There's an outside chance this rare earths issue could prompt action by OEM's on the wider range of materials like HPMSM where China has the potential to create the same leverage because they dominate supply.
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(20min delay)