Just saw this one, Again you push BEVs in spite of a few days later saying you support both HV hybrids and BEVs with no explanation for flipping. . Here is my case plain and simple even you should get it. A BEV uses a low of 30KW for the bottom end Lief. To 335 for 4 WD model 3 to over 400 KW for some X and S models which do not sell many compared to 3. . Now Looking at just Toyota there Hybrids including RAV 4, Camry ,Tundra, Tacoma, Highlander. all have HV motors in the 100KW to 150 KW and collectively sell just over 1.5 M vehicles a year. The Prius and corolla have small motors so I will not include them. Much more PM than total BEVs. I also think BEV sales will TEMPORARLY top out soon we will see. Though hybrid sales have been flat for a year. I think As people realize that BEVs do not reduce CO2 as much as HV hybrids and cost more per mile we will see a shift. IT is simple Volume times Motor Size in KW = the amount of PM used. Yes Tesla has a few enhancement that reduce the PM a little but this hurts Lynas a little, does it not.
So simple to understand just multiply Motor KW power times volume and you will quickly know which will need to buy more PM material. No need to see magnets. Why can you not get that.
LYC Price at posting:
$2.11 Sentiment: None Disclosure: Not Held
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