Lol CCJ, you got that right, first met Tolly at the LAMP pre Covid, from memory he apologised over dinner for leading you onto this forum, which prompted a brief but hilarious conversation.
Your comments on AC Inverters perfectly illustrates where so many of your arguments here go pear shaped, you base it on your own narrow US experience, throw in a good measure of BS fabrication, totally ignoring the key point > "Inverter AC consumed ~8kt high performance NdFeB in 2019", which confirms you have no understanding of the RE mkt, significance 8ktpa downstream demand.
BTW, drop in some time and I'll take you for a spin in the GLE 63S 48vMH I bought with Lynas profits.
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