I have not read the research, but wonder if the authors have noticed the decrease in the price of rare earths and are aware of the potential to use some of the lower priced rare earths such as Cerium as replacement for the heavies in many applications. Joule lived a long time ago and probably was not aware of lot of magnetic technology. Certainly he could not have imagined the magnetic strength available from rare earth magnets. I think the authors might be overly impressed with their work.
Tesla does not use a permanent magnet motor, but rather an induction motor. Almost certainly the Tesla uses permanent magnet motors for power steering, power brakes and AC. IMO, The Tesla will have a place in history similar to that of the DeLorean. The Tesla is a taxpayer subsidized toy for Rich Boys.
Acuity and others are not nearly pure LED plays. I am guessing that the rapidly decreasing prices for LEDs make it difficult to increase revenue as unit volume rises rapidly but at lower pricing. I think this situation will result in few surviving players, but Cree will be one of them.
Agreed, but Molycorp needs to add sources of Heavy RE. They can do it by acquiring appropriate ore and blending it into the mix at mountain pass.
This product is not vaporware. I bought and installed 10 each of the TW LED replacements for T8's. They are excellent.
Schwab is paying 30% annually. The problem is that shorters are in and out of their position in very short periods, e.g. days. There is not much money to be made by lending shares.
Yesterday I passed by two of the Vestas Plants in Colorado. They are really cranking out a lot of wind generators as evident in the inventory of the big components clearly visible from the roads. Rare earths make these more efficient.
I expect Oaktree to provide the additional $150 M as needed because of the recent major expenditures needed for the chlor-alkali plant. The expenditures protected Oaktree's interest in the plant.