A 95-page electric car teardown by UBS to assess future demand levels of specific components, including RE.
"The market for rare earths, neodymium in particular, could face demand shocks in case of a rapidly evolving EV market" (page 8)
https://neo.ubs.com/shared/d1wkuDlEbYPjF/
thanks to BkrDzn for this.
potential of being taken-out, page-26
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