Do try and make at least some effort to understand what Pol is saying, those facts are by far the most relevant to Lynas SH's today (presuming clear license):
The total demand of NdPr outside China represents 60% of Lynas production capacity.
The metal and alloy making capacity outside China is aligned with Lynas oxide production capacity.
Conclusion (repeated again and again): The outside world needs to develop additional capacity of magnet making. Otherwise, any additional gram of NdPr produced outside China will go to…China.
All your excitable nonsense counts for nothing while major NEV mkts remain stalled at best, with Big Auto still working on sustainable platforms, where are the magnets going to be manufactured to absorb Lynas NdPr ex China pricing?
Potentially two new ex China NdFeB supply chains in gestation, at least one of which Lynas is working on.
Promising news from Nidec aiming to produce 8.4M motors pa, and importantly 4.8M ROW, but WHO is going to produce the magnets???
Lynas already has the NdPr covered.
https://insideevs.com/news/398006/nidec-three-electric-motor-plants-evs/
Do try and make at least some effort to understand what Pol is...
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