LYC 1.49% $6.82 lynas rare earths limited

dr looi on fb malaysia, page-179

  1. 15,535 Posts.
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    You simply keep digging yourself a deeper hole, in some sort of bizarre personal frenzy, ridiculous to deny the reality:

    JLMag continues down the path of greater NdFeB cost efficiency:

    Pages from 2018_11_JL-Mag-Rare-Earth-Presentation.jpg

    HRE usage is going to come WAY down.

    As motor manufacturers introduce new PMM designed to leverage NdFeB in the most cost effective manner:
    Impact of the Technology
    Magnax Motor vs. Traditional Motor (ex. BMW i3)


    Magnax AXF225
    Yokeless Axial Flux PM motor


    Weight: 14 kg
    Peak Power: 170 kW
    Peak Torque: 250 Nm
    1,2kg Magnet weight



    → Peak Power Density:
    12,1 kW/kg



    BMW i3 motor
    HSM Radial Flux PM motor (internal code EMP242)


    Weight: 46 kg
    Peak Power: 125 kW
    Peak Torque: 250 Nm
    2kg Magnet weight
    (Source: Oak Ridge National Laboratory US DOE Vehicle Technologies Office)

    → Peak Power Density:
    2,7 kW/kg

    https://www.magnax.com/product

    As Tier 1 auto components start to roll out 2nd Gen 48VMH integrated drives:

    https://www.greencarcongress.com/2018/06/20180615-magna.html

    Which BMW now says will be in EVERY ICE they manufacture by 2025:

    "
    BMW's development manager Klaus Fröhlich tells us that some prototypes were built with the first generation 48V technology, mostly to learn more about the components. But the focus was constantly waiting for the second generation 48V system, which one knew would be much better.

    "With generation 2 we get twice as much electric power," says Klaus Fröhlich. "20 kW that does not come from a belt-driven generator but is built into the transmission. We cooperate with ZF and in the beginning of the next decade we will have the latest generation of transmissions."
    "In addition to a twice as strong electric motor, we also get an integrated 48 volt system that drives behind the internal combustion engine. This allows us to use only the electric motor during creep driving and add some extra functions without starting the engine. ! "
    "The electric motor can supply several hundred Nm, not just some dull 80-90 Nm. By waiting, we also had time to integrate a larger 48-volt battery into the architecture. And the best part is that even though the second generation is a much more performance-oriented 48V system then it gets a lower cost than the first generation, so now is the right time to scale up the production. It would not have made sense to scale up the first generation. By 2025 I am convinced that all internal combustion engines will have this 48V system. "
    However, Klaus Fröhlich did not reveal when we see the first 48V models at BMW, but those cars can come in 2020-2021."

    https://www.mestmotor.se/recharge/a...h-snala-motorer-blir-standard-kommer-2020021/

    And yes, BMW's ISG's from ZF are PMM.

    "By 2025 I am convinced that all internal combustion engines will have this 48V system."

    Your facile contention 48VMH will not be additive NdFeB demand is patent nonsense, and far more importantly, its impact is likely to kick in over the next year or so, IN ADDITION to tardy BEV:
    The next BMW M4 and M3 get 48V technology, electric turbo, light hybrid and +500 hp

    ARTICLE FROM AUTO ENGINE & SPORTS

    Audi SQ7 TDI - first in the world with electric turbo and 48V

    ARTICLE FROM AUTO ENGINE & SPORTS

    Hyundai Tucson gets 48V technology and easy hybrid diesel - saves 7 percent fuel

    ARTICLE FROM AUTO ENGINE & SPORTS

    Mercedes-AMG 53 - straight gasoline exhaust with electric turbo and 48V light hybrid technology

    ARTICLE FROM AUTO ENGINE & SPORTS

    Audi introduces 48V power system - increases the possibilities and saves fuel

    ARTICLE FROM AUTO ENGINE & SPORTS

    The new Mercedes CLS is here with 48V technology and straight gasoline ex

    ARTICLE FROM AUTO ENGINE & SPORTS

    The Audi A8 gets the 48V light hybrid as the standard - the technology is broad-based

    ARTICLE FROM AUTO ENGINE & SPORTS

    Facts about the 48V technology:

    • With four times higher voltage it is possible to get much more power without having to dimension it. From the physics lessons we remember the formula P = U * I, with four times higher voltage you get four times more power.

    • Being below 50 volts (in the US 60 volts), the 48V technology is considered "low voltage", which lowers the requirements for insulation and other protective measures.
    • The 48V systems are used in parallel with a 12V system, which supplies electronics and consumers with lower power requirements. Therefore, a smaller DC-DC converter and a 12V battery are also needed.
    • Lightweight hybrids with 48V technology can provide about 50-70 percent of the benefits of full hybrids (such as the Toyota Prius), but at just 30 percent of the cost.
    • 48V light hybrids can provide a fuel saving of around 12–15 percent in today's measurement cycles, in practice (with a lot of city driving), the savings can reach up to 20 percent. This is compared to conventional 12V cars.
    • Bosch, BorgWarner, Continental, Valeo, Delphi have developed 48V technology and components for light hybrids. Only French Valeo states that they have 25 customers in the automotive industry who will use their components on light hybrid models.
    • So far, the additional cost for the components needed to create a light hybrid, or mild hybrid, has been in the range of 500-2,000 euros. Those levels will surely drop.
    • The performance model Audi SQ7 TDI was presented in the spring of 2016 as the world's first series-produced car model with 48V technology and an "electric turbo", that is, an electrically powered compressor that eliminates the turbo delay in the V8 engine

    https://www.mestmotor.se/recharge/a...h-snala-motorer-blir-standard-kommer-2020021/

    Technical specifications eSupercharger Parameter Value Compressor Type Radial / Centrifugal Motor High-Speed Permanent Magnet Max operating Speed 120,000 rev/min Lubrication Greased for Life Cooling Liquid Input Voltage 48 V nominal Unit Mass 4.2 kg

    https://www.mahle-powertrain.com/me...owertrain-esupercharged-downsizing-engine.pdf

    “Kehoe noted that 48-volt electrical systems also are gaining acceptance. To meet the challenge, MAHLE has developed electrified HVAC systems and electric auxiliary components such as electric oil coolers and hydraulic pumps. Even electrified riding mowers and material handling equipment have become more common.

    MAHLE’s 48-volt drive systems are supplied with integrated electronics to govern a typical output of 14 kW (19 horsepower) and have been demonstrated on passenger vehicles such as the SMART.”

    “MAHLE’s high-voltage traction motors for automobiles employ Imbedded Permanent Magnet (IPM) technology. The motors are liquid-cooled and are governed by MAHLE-designed-and-patented liquid-cooled controllers.

    https://insideevs.com/mahle-joins-electric-drive-segment-with-new-traction-motors/

    Just a quick snapshot, loads more out there, including abundant rationalisation 48VMH, but by all means keep digging yourself a deeper hole.

    Quite content to sit back until the concept mainstreams, just as I did for 3/4 years waiting for my Dy/HRE deletion thesis NdFeB to prove out.
    Last edited by ausheds: 07/03/19
 
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