2 kg NdPr (or NdFeB) per vehicle is unsustainable. There will be...

2 kg NdPr (or NdFeB) per vehicle is unsustainable.
There will be no revolution at that rate.

That's why I continue to monitor the new motor tech. Are they using REEs more efficiently or are they abandoning them as unsustainable?

If they used ~1/10th the amount, you can quickly charge more per kg REE and you can imagine a future for the EV revolution. That should be Payday.

And that is the situation. Current winning tech is PM-assisted reluctance motor. The REEs are used much more judiciously. Like 20% of REEs for 90% of the benefit.

Under this kind of thinking, the long investor can simply watch BEV adoption/sales data. Not 48V mild hybrids, of course; they're a joke here and everywhere else.

Even if traditional NdPr demand per car continues to flatten or even fall, the much-larger demand from traction motors will be assured by the massive numbers. Permanent magnet metals will rally; LYC shares, too.