Lol, didn't realise I needed to cover such basics.
China manufactures 40% of EV but have been using +4% DyO, ROW manufacturers are now < 4%, and both falling, as illustrated projected Chinese numbers NdFeB/DyO.
IMO 300t will more than satisfy EV demand 2020 vs IMCOA data showing a production capacity 2000tpa. With the rapid reduction/deletion of most grades working under 180C China has at least 2x supply than any likely demand Dy, which is why the price continues to fall as NdPr oxide, metal, and now NdFeB values appreciate.
Maybe some pics will help:
Lol, didn't realise I needed to cover such basics. China...
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