Any idea how much of total EV volume Byd and Tesla have between them? Also how many like Rivan that are small are unlikely to be around in a year.
I guess you are correct no problems in this market. Now all I have to figure out is why NdPrO has dropped from 1150 RMB WV 11 April 2022 to less than 400 RMB to day. Have any suggestions?
XPENG is # 9 and sold 16,000 vehicles in 2022 Do we care about the next 40 at all. Tesla is over a million and BYD in 2022 is 600,000. Yes there may be 50 manufactures but X ping is only 1.6% of tesla If you want to worry about companies below that. Also there were 10 M full electric EVs sold in 2023 and 4.2 PHEVS total 14M #9 Xpeng was only 0.16% of total EV sales. BOL
Your answer; it’s limited, and as CJ often points out to readers in this site. First year economics tells us, about a price premium and price elasticity. This is happening now, it’s a desperate situation for the west, and producing currently and in months to come, means new contracts receive huge upside.
o you have anything from Lynas or any credible source to back this up? i think has backed way off what she has been saying for a long time in Q3 CC
Here is Q3 transcript . You should go back and listen to some older ones to see how much the party line has changed https://seekingalpha.com/article/4685570-lynas-rare-earths-limited-lyscf-q3-2024-earnings-call-transcript JMO but I learn lots of things by reading how things change over time. that is why I print transcripts and mark them up. So I can go back and check. We can both check SP in September to see who is correct.
I admire your loyalty to Lynas but I think it is going to cost you. Time will tell.
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$6.25 Sentiment: Sell Disclosure: Not Held
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