RE: LSE Seminar -REE22 Feb 2021 12:56
Hi all,
Just listened to the whole presentation. Brilliant news for us with regards to NdPr prices and where they are headed. However, as that Gaius pointed out with the examples on VW ev production and the Wind turbine changeover proposed in U.K. by Boris. These are wholly unrealistic targets given supply levels currently available.
Don’t want this to come off as deramping as it’s not, but due to the lack of apparent understanding of what’s needed for this green revolution by governments/auto industry is there a chance it might not actually take off due to supply issues?
Happy to have this dissected and proved wrong as only trying to understand the issue myself.
GLA