US / Euro Tariffs - Forecast Effect on NdPr Oxide Demand/Supply, page-5

this whole demand side contemplation irritates me, The Science says Nd/Pr is THE magnet. Musk's billions can't crack that reality. Agriculture requires Phosphorous. A company that produces these 3 products, without nuclear byproduct is going to make profit and always have a competitive advantage until their resource runs out. The Phosphoric Acid byproduct is constantly underrated. I'm a bit suss about hydrogen in transport, dumping H2O all over road surfaces seems counter intuitive. Battery recharging while asleep seems intuitive. The Honda step thru scooter changed things dramatically and its low tech. Asia is converting to e=transport rapidly. I am assuming the $ is in the bag and expect a final decision on scale is finalised bloody soon. This waiting has almost passed it's use by date.