LYC 0.34% $5.93 lynas rare earths limited

Lynas/Industry News, page-143

  1. 19,583 Posts.
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    Perhaps try and find someone with some basic business smarts to explain it to you, IF a sustainable NdFeB manufacture can be established in the US it will firstly displace imports but secondly stimulate companies to start manufacturing PMM in the US in further competition to China, then NdFeB/PMM components, bringing back big chunks of value add to US shores, and NA in general.

    A good example would be Nidec's planned expansion:

    Mexico: from fiscal 2023, 50 billion yen ($455 million) investment, 2.4 million electric motors annually

    https://insideevs.com/news/398006/nidec-three-electric-motor-plants-evs/

    Where do you think that will go when the Dragon starts squeezing NdFeB supply over the next few years?

    Window's closing, past time for action before it slams shut, Lynas and the Japanese are ready.
 
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