RE:RE:RE:RE:where the heck is neoFrom
this article: "The new facility, scheduled for completion in 2025, is expected to be the first sintered magnet plant to come online outside of Asia. It will produce 2,000 tonnes per year of magnets in Phase 1, enough to supply approximately 1 to 1.5 million electric and hybrid vehicle traction motors. Phase 2 of the project is expected to see around 5,000 tonnes/year, enough for 4.5 million electric cars. The volumes represented by the new supply order will be approximately 35% of Phase 1 magnet capacity, with production revenues projected for the second half of 2026 through 2033, and peak supply to the customer expected in 2029."
Personally I am speculating the market at large is going to correct somewhat in the near future and currently don't have a position so I'll wait to begin entering to see if progress occurs as planned.