LYC 1.08% $6.58 lynas rare earths limited

Checkout sodium-ion batteries - BYD are looking at their small...

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    Checkout sodium-ion batteries - BYD are looking at their small Seagull end of this year with sodium-ion.

    At the end of the day its like NdPr in motor magnets. Cheaper substitution may occur, but I think there will always be a market for the better quality components.The commodity prices coming down doesn't help the substitution case either as eventually price gets low enough for the status quo!
 
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