Shame more punters weren't privy to the Siemens presentation at Roskill's Nov 14.
Their entire wind generation platform is based on Direct Drive and totally predicated on alternate Nd supply from both Lynas & Moly. They were actually at pains to confirm they needed to pay more for sustainable supply, up to an economic threshold.
I'm confident they will not be alone with that model, in fact the Japanese appear to be catching on quite quickly now illegals are getting much tighter. Only need to look at the import numbers and comments around Shin Etsu's Vietnamese refinery to get a sense of that.
Rare earths resource tax, page-39
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