LYC 0.30% $6.76 lynas rare earths limited

https://blog.caranddriver.com/bmw-ponders-batteries-for-2021-evs-...

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    https://blog.caranddriver.com/bmw-ponders-batteries-for-2021-evs-says-solid-state-isnt-ready/

    That's the same link I posted in the La & Ce thread, where it was only meant to address solid state battery status.

    But here's a quote from the next-to-last paragraph that I previously missed:
    "Battery aside, BMW is looking to innovate in other ways. For instance, the new modular electric powertrain that arrives in 2021 will include a high-efficiency current-excited motor that, unlike permanent-magnet designs, isn’t dependent on rare-earth elements."

    Was not aware of this previously; don't recall it being discussed here.   Haven't looked for any confirmation as I just noticed it.  And I only just finished saying that induction and PM would be duking it out forever in EV architectures; this is a black eye and a bloody nose for PMMs and certainly not a positive for Lynas.

    Nd-Pr price must come down and/or Nd-Pr-enabled PM motors costs must be lowered.  That's the promise of Totoya's Nd-content lowering magnets and of new motor designs like the PMA-SRMs et al.

    Last edited by Chemist1959: 21/02/18
 
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