Those EV sales numbers are slightly over actual to date, but even if EV does double to 2020 DyO required only 135t, far less than what is being deleted all other grades.
Note how even Chinese forecasts project a diminishing percentage of DyO on NdFeB as the reduction tech catches up with ROW.
There is absolutely NO economic rationalisation for a expensive, short mine life, hard rock resource remote China.
DyO price/demand divergence, page-40
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