Hi Lee and All,Remember last time they tried this their market crashed as 
everyone designed REEs out and China ended up with lower prices, lower 
demand.That wasn't the biggest problem though as it signaled China wasn't a 
reliable supplier of anything starting the mass exodus of companies pulling 
their supply chains out of China.In the last 2 yrs that leaving has turned to a 
flood as Xi leads China in Mao thought hurting their big companies and already 
lost about $2T in stock value just in them.China's economy is crashing because 
of this, Xi's policies as everyone that can leaves. Hopefully CATL's tech makes 
it out.As for REEs the Phosphate tailing mountains for Florida, the highest 
points now, are filled with REEs and other metals, etc that just need refining, 
to last us several decades.And E motors don't really need REEs.The real effect 
will be in WTs if any.Jerry Dycus.     On Thursday, April 6, 2023 at 10:11:41 
AM PDT, Lee Hart via EV <ev@lists.evdl.org> wrote:  
 
 EV List Lackey via EV wrote:
> On 5 Apr 2023 at 18:17, (-Phil-) via EV wrote:
> 
>> This doesn't bode well for almost all EV makers outside of China:
>> https://japannews.yomiuri.co.jp/world/asia-pacific/20230405-101753/
> 
> The sensible ones are already on it:
> 
> https://www.reuters.com/business/autos-transportation/china-frictions-steer-
> electric-automakers-away-rare-earth-magnets-2021-07-19/
> 
> or https://v.gd/SnnDcU

Big corporations tend to favor monoculture solutions (*one* way to do 
everything). Economies of scale, marketing pressures, monopolies, and 
good old "we've always done it this way" tend to push everyone into 
using *one* technology, even when there are viable alternatives. This 
is, after all, why we're still stuck on ICEs despite the alternatives.

But what happens when over-use of that one solution leads to shortages 
in a key component? History shows that corporations tend to force new 
supplies to be exploited (more mining, more environmental destruction, 
more revolutions, even more *war*).

The more rational option is to use something else, or find a better 
alternative. But this only seems to be tried after the brute-force 
methods fail. To paraphrase Winston Churchill, "You can always count on 
corporations to do the right thing, after they have exhausted every 
other possibility."

There are plenty of other types of motors that don't need magnets. EVs 
have been using induction and series motors successfully for decades. 
There may be some minor performance reductions (slightly bigger, 
heavier, or a bit less efficient). But we rarely allow the "perfect" to 
drive out the "good enough". For example, silver is a better conductor, 
but we use copper instead because it's cheaper and more available.

Magnets can also be made without rare earths. Material science is 
advancing at a rapid pace, so it is likely that alternatives will be 
found that are just as good, perhaps even better.

Recycling can of course provide another source of supply. Magnets don't 
"evaporate"; instead of being dumped in a landfill, they could be 
recovered and re-used.

Note that all these arguments apply as well to other "scarce" materials, 
like lithium for batteries.

Lee Hart

-- 
"All children are born engineers. Watch them at play. They're not
just playing; they're experimenting, building and learning. That's
engineering! Then we get them in school and squash it out of them."
(Geoffrey Orsak, Southern Methodist University dean of engineering)
--
Lee Hart, 814 8th Ave N, Sartell MN 56377, www.sunrise-ev.com

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