Interesting view on Rare Earth demand and the EV revolution in this Roskill interview ... A story of intense demand for Neodymium (for Magnets of EV drive train) leading to a oversupply of other RE minerals that are derived at the same time via processing
https://roskill.com/news/price-volatility-for-rare-earth-minerals-is-expected-due-to-shifting-demand-and-supply/