You should spend 30 secs researching your thought bubbles before building such garbage misconceptions here, China have been all over ERG for years, recently posted details of newly appointed central authority, Xi's Clean Air, Clean Water, has proved a very effective tool in consolidating many processing industries including RE, shutting down older, dirty production incl "recycling" that was producing most of the illegals.
There are now only just 3 mining sites in Sth China that can pass the new enviro standards but they had NO issue increasing domestic processing capacity to 168ktpa last week, yet you're trying to pretend they won't be able to sell the mags produced from the magnetic oxides? Get real.
Just a few secs research would show VW alone about to build a third MEB plant inside China, they've already started on 900kpa ID.3 PMM China domestic plus another 500kpa ID.3 PMM, all built on Chinese magnets with Chinese produced magnetic oxides until at least 2028.
Research the others, no different, massive internal China JV's, most expanding, not to mention Toyota hook up with BYD chasing BEV motor & magnet expertise.
China will definitely be chasing clean feedstock to put thru their massive, environmentally sound processing facilities but they will not be having anything like the ERG problems you are trying to invent, they saw that coming years ago.
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