LYC 1.52% $8.02 lynas rare earths limited

China Controls, Weaponizes Rare Earth Minersls, page-72

  1. 6,339 Posts.
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    All three of those motors you mention are now top apps for REE-free SRMs, which nearly match NdFeB PMMs on all performance metrics, but are tougher, cheaper and much easier by to manufacture.

    When I say "Show me the motors, I mean show me the motors with NdFeB magnets. Not just the motors. Sorry not clear.

    Won't increase, no. Auto content ex cabin will definitely decrease on a per unit basis; only the addition of a LARGE traction motor (or four) will create the demand we need, esp to escape LYCs legacy of lethargy.

    The rise of fake "Mild hybrids" is a nightmare, in my opinion, which is worse than I used to consider them. But now we have a thinner market of products and less demand on a per-unit basis going into any ICE and worse still, into any of the few tardy BEV purchases.

    We are approaching one basket for all eggs. And dear leader hates eggs!
 
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