e-buses: Market that matter, page-35

If you love Lynas, you have to like the BEB market acceleration. Big NdFeB motors being used by all manufacturers not named Daimler, IIRC.
The previous post in this thread, combined with BNEF's predictions, suggests exponential growth is on the way.  I haven't been posting a fraction of the anecdotal evidence that supports that prognosis.

Infrastructure is a bigger bottleneck than batteries in the overall EV revolution.  This will make BEBs more attractive for fleet conversion. Fleets are where it's at here in the early going.  Very relevant to NdPr demand and pricing and thus to Lynas going forward.

https://electrek.co/2018/04/19/200-kw-wireless-charging-system-electric-buses/
The first 200-kW wireless charging system for electric buses is deployed
Fred Lambert
- Apr. 19th 2018 10:49 am ET

Comments
We have been skeptical about the usefulness of current wireless charging systems for electric vehicles, but now a new interesting system with a record charge rate (almost double Tesla’s current Supercharger) has been deployed for the first time and it is made specifically for electric buses.