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Thanks for the fantastic post!

My rare earth worries are based on this DOE report:

https://energy.gov/sites/prod/files/edg/news/documents/criti...

It actually calls out dysprosium as the biggest problem, with neodymium, terbium, europium, yttrium, and indium as the next biggest worries.

This is fairly old though, I read it back in 2010. I've read about a number of breakthroughs on higher strength-to-weight magnetic materials and I'm sure solar has responded to this report accordingly as well. It's comforting to know that things seem to have worked out seven years later!

I think a lot of the stress in 2010 was because China was limiting exports and it became clear that the USA was at a strategic disadvantage because of vulnerability to Chinese actions. Glad that Obama took it so seriously by supporting funding to develop those new technologies.



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