New research, page-33

Further to my post an overlay (not best scaled) of rare earth price and chinese yuan to euro/ usd



also Excerpt below from 2021 - The more downstream processing is achieved in other countries the more the ore price will rise - the euro gas supply issue from the Russian /Ukraine war illustrates the issue here , the European countries are even more so concerned to invest in rare earth magnets vehicles from one supply source which has its own hawkish territorial intents ,

Any freight vehicles will require rare earth for trade off in battery capacity, small cars in cities can use less efficient magnets due to short travel distances.

o excerpt