Fundamentals, page-42

It is a million dollar question. If I know this I would be pretty rich.

But in my opinion RE will be used without the dependency on technology in future. Mainly permanent magnets will be needed in anyway, to make permanent magnets we need NdPr. But when I am reading about cobalt, nickel, or graphite these materials are quite like a lottery, at least for me. The demand depends on which technology will be the winner in electrification. Still there are discussions where the EV technologies are heading. Still I think the winner can be either all of the above materials, or some of he above materials.

At the moment it seems to me that graphite has the best position between the above materials therefore I decided to invest into non Chinese graphite and RE.