There is plenty of information on the internet on the electric...

There is plenty of information on the internet on the electric vehicle industry and the massive demand it will create for raw materials - that is in effect what is presently driving the unabated boom in lithium

Once mass production begins that demand will I believe feed through to dy permanent magnets. Another area I believe which will also be significantly impacted is the demand for Yttrium.

What many don't realise is that Yttrium is used as an alloy to strengthen Aluminum and Magnesium.

http://lib.dr.iastate.edu/cgi/viewcontent.cgi?article=3750&context=rtd

Whilst the price of Yttrium is presently below the cost of production NTU have devised a way to remove 90% of the Yttrium

http://www.stocknessmonster.com/news-item?S=NTU&E=ASX&N=731455

Once the demand kicks in for Yttrium to be used as an alloy to strengthen Aluminum - then provided the price of Yttrium increases past NTUs cost of production, then they simply stop removing the Yttrium and start selling it.

Kobe Steel Ltd., supplier of aluminum sheet to half of Japan’s auto industry, is considering building a 100 billion yen ($832 million) plant in the U.S. to expand sales to Japanese carmakers operating in North America

http://www.autonews.com/article/201...ers-$800-million-u.s.-aluminum-plant-for-auto

The prize is an expected 10-fold increase in demand for aluminum sheet in the U.S., where stricter fuel economy standards have ignited a race among carmakers to save weight and boost the efficiency of new models, driving up demand for the lightweight metal.

Yttrium adds strength to Aluminum without adding significant weight.

I believe the Electric Vehicle industry will in the next decade change the world as we know it, and company producing raw materials profitably that can supply the electric vehicle industry should benefit.