For the moment, however, MP has an early lead. It will start shipping magnets to GM this year, Litinsky says, and it also has new supply contracts with two other automakers which it’s not yet naming but “are among the world’s five biggest.” Given that the company is exporting its NdPr metal to Japan and South Korea, those customers are likely Toyota and Hyundai (the carmakers declined to comment; Ford and Tesla, the country’s largest EV maker, also declined to comment on the impact of the rare earth restrictions).
U.S. Begins Forging Rare Earth Supply Chain
這家的股票以後應該會繼續漲？
處理heavy rare earth的還在蓋
Top 10 Countries by Rare Earth Metal Production
自己處理light rare earth的厰已經開始生產了
哪會呆呆的讓人卡脖子
The Only U.S. Rare Earth Mine May Win Big From Trump’s China Tariffs
其它国家都给降了，唯独对中国的关税继续猛加！
太邪乎了！
原来是有退路的！
啊哈哈哈。。。。。。。。。。。
MP也已經自己在提煉了
国防部给了不少钱，这么多年都做不出，现在突然就行了？基本上就是骗国防部钱的。
这个矿的确有做硬磁材料的稀土，但是储量并不大。。，没法满足美国胃口。
看看那篇Forbes的文章 應該是可信的
For the moment, however, MP has an early lead. It will start shipping magnets to GM this year, Litinsky says, and it also has new supply contracts with two other automakers which it’s not yet naming but “are among the world’s five biggest.” Given that the company is exporting its NdPr metal to Japan and South Korea, those customers are likely Toyota and Hyundai (the carmakers declined to comment; Ford and Tesla, the country’s largest EV maker, also declined to comment on the impact of the rare earth restrictions).