Strongly recommend you ditch the euphoric "Pr/Nd demand will skyrocket under EV demand" fairy dust and spend a little time studying the incredibly narrow ROW NdFeB supply chain > metals, alloy, mags.
Unlikely the handful of ROW companies @ scale will need to look much further than their current major supplier well into next decade.
Exactly why the current vogue is concentrate feed to the Dragon, nowhere else to go.
is this the bottom, page-24
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