Mammoth battery supply disconnect., page-2

Market is taking note.

Like the last 2 paras:
The trigger for this “wake-up call” might be a Trump-induced trade tussle with China (or worse) but it might also be a creeping realization by automakers et al. that they have almost no guaranteed source of supply and that if the soaring production projections for EV/HEVs come to pass then they will need to be running without engines!
In conclusion we would note that last week, in what we might call the first swallow of the REE summer, we received a call from a private equity group asking us what might be available in REE projects left unloved after the boom. It did not take us long to name three at least that were lying fallow and still worthy of attention. We would humbly suggest that now is the time to get positioned because a hell of a problem is brewing in the area of REE magnet availability.