I did some basic modelling...looking at the amount of Ex-China NdPr Oxide will be required due to the tariffs. I then realised, that most of the ex-China EV manufacturers will need to change ALL their EV motors to Ex-China NdPr Oxide (ie no Specific motors for US/Euro). I then played with the Ex-China Supply of NdPr Oxide. And found massive supply gaps.
I would be interested if you (and others) could take a look and provide some feedback.
Here is my graphic that explains it all. More detail can be found in the ARU thread.
LYC Price at posting:
$6.31 Sentiment: None Disclosure: Not Held
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