RE:RE:RE:Today's Lynas News (Aug 16/Aug 17 in Sydney)Tesla doesn't buy REO, they buy Chinese magnets already installed in motor components.
For US RE to be successful it is NOT going to take massive amounts of subsidy or tax credits, simply a tariff on Chinese NdFeB and components with NdFeB to level the playing field from Chinese State subsidies.
With the Dragon's claws firmly in Shanghai Musk will do as he's told, US OEM's however should have a clear choice of domestic Japanese NdFeB made from domestic process Australian REO at competitve pricing after tariffs.