ARU 2.63% 18.5¢ arafura rare earths ltd

China frictions steer electric automakers away from rare earth magnets, page-6

  1. 15 Posts.
    lightbulb Created with Sketch. 3
    Some are scared and desperate and have to choose an alternative which ist definitve not "state of the art" in terms of efficiency.


    Some HAve Secured supply and get it done.



    https://hotcopper.com.au/data/attachments/3390/3390078-2a94eb928cb1078064872ec89c55562f.jpg

    Others are on the way or will follow.

    Tesla
    Nissan
    VW
    Schaeffler
    ...tbc

    It takes time and management of an Ore-Supplier can do nothing as long as the OEM or a supplier gets its act together. (Risk/Supply)
    So think about that before blaiming GL.
    It will be worth it.

    Who said "we seek save harbour"?

    all IMHO



 
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