LYC lynas rare earths limited

PHEV/BEV: markets that matter, page-7

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    "Diesel collapse gives automakers carbon headache" - http://www.reuters.com/article/us-a...ives-automakers-carbon-headache-idUSKCN1GI0QA

    This will give 48VMH and PHEV/BEVs a push.  Many analysts have been pushing their EV forecasts forward over the last year.
    Watching for infrastructure builds, too.

    "Already last October, investment research house MSCI was warning that "all carmakers apart from Toyota are at risk of missing regulatory targets for fleet emissions in 2021"."

    The EU fines are hefty and there are few ways to avoid them.

    "If everybody wants to sell a lot of electrified vehicles, the prices are going to collapse," said one PSA Group engineer.

    "And since it's a market that's already quite unprofitable, people are just going to lose their shirts."
 
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