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Tiêu đề Role of substitution in mitigating the supply pressure of rare earths in electric road transport applications
Tác giả Claudiu C. Pavel, Christian Thiel, Stefanie Degreif, Darina Blagoeva, Matthias Buchert, Doris Schüler, Evangelos Tzimas
Trường học Joint Research Centre, European Commission
Chuyên ngành Materials Science
Thể loại Journal article
Năm xuất bản 2017
Định dạng
Số trang 11
Dung lượng 1,16 MB

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Nội dung

Pavela,⁎ , Christian Thielb, Stefanie Degreifc, Darina Blagoevaa, Matthias Buchertc, Energy, Transport and Climate Directorate, Joint Research Centre, European Commission, Westerduinweg

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3Q1 Claudiu C Pavela,⁎ , Christian Thielb, Stefanie Degreifc, Darina Blagoevaa, Matthias Buchertc,

Energy, Transport and Climate Directorate, Joint Research Centre, European Commission, Westerduinweg 3, 1755 LE Petten, The Netherlands

Energy, Transport and Climate Directorate, Joint Research Centre, European Commission, Enrico Fermi 2749, I - 21027 Ispra, (VA), Italy

Oeko-Institut e.V., Rheinstrasse 95, 64295 Darmstadt, Germany

8

a b s t r a c t

9 a r t i c l e i n f o

10 Article history:

11 Received 7 September 2016

12 Received in revised form 6 December 2016

13 Accepted 19 January 2017

14 Available online xxxx

15

20 The development of new high-efficiency magnets and/or electric traction motors using a limited amount of

21 critical rare earths or none at all is crucial for the large-scale deployment of electric vehicles (EVs) and related

22 applications, such as hybrid electric vehicles (HEVs) and e-bikes For these applications, we estimated the

23 short-term demand for high-performing NdFeB magnets and their constituent rare earths: neodymium,

praseo-24 dymium and dysprosium In 2020, EV, HEV and e-bike applications combined could require double the amount

25 used in 2015 To meet the global deployment target of 7.2 million EVs sales in 2020 proposed by the International

26 Energy Agency, the demand for NdFeB in the EV sector might increase by up to 14 times in only 5 years (2015–

27 2020) Due to concerns about the security of supply of rare earths some manufacturers have decided to develop

28 and adopt alternative solutions By assessing up-to-date available component substitutes, we show that the

29 permanent magnet synchronous-traction motor (PSM) remains the technology of choice, especially for hybrid

30 vehicles (HEV and PHEV) Better material efficiency and a larger adoption of motors free of rare earths have

31 the potential to reduce the pressure on rare earths supply for use in electric road transport applications However

32 even if such substitution measures are successfully implemented, the demand growth for rare earths in the EV

33 sector is expected to increase significantly by 2020 and beyond

34

© 2017 Joint Research Centre, European Commission Published by Elsevier B.V This is an open access article under

36 Keywords:

37 Critical materials

38 Rare earths

39 Electric vehicles

40 Substitution

41 Permanent magnet

42

44

45

46 Contents

48 1 Introduction 0

49 2 Sources and approach 0

50 3 Estimation of permanent magnets demand in traction motors used in electric road transport applications 0

51 3.1 Applications of permanent magnets in electric traction motors 0

52 3.2 Estimation of NdFeB magnet demand in electric vehicle types BEV and PHEV 0

53 3.3 Market momentum of hybrid vehicles and estimation of NdFeB magnet demand in HEV applications 0

54 3.4 Estimation of NdFeB magnet demand in e-bikes 0

55 3.5 Supply issues for rare earths and their demand for electric road transport applications (H&EVs and e-bikes) 0

56 4 Substitution opportunities of rare earths in electric traction motors 0

57 4.1 Rare earths substitution in NdFeB magnets and improved material efficiency 0

58 4.2 Reducing the amount of NdFeB magnet in electric traction motor: dematerialisation 0

59 4.3 Component substitution for PSM traction motors in EVs and HEVs 0

60 5 Impact of substitution on short-term demand for critical rare earths– Nd, Pr and Dy – in H&EV and e-bike applications 0

61 6 Conclusions 0

62 Acknowledgements 0

63 References 0

64

Sustainable Materials and Technologies xxx (2017) xxx–xxx

⁎ Corresponding author.

E-mail address: claudiu.pavel@ec.europa.eu (C.C Pavel).

SUSMAT-00036; No of Pages 11

http://dx.doi.org/10.1016/j.susmat.2017.01.003

2214-9937/© 2017 Joint Research Centre, European Commission Published by Elsevier B.V This is an open access article under the CC BY license ( http://creativecommons.org/licenses/by/ 4.0/ ).

Contents lists available atScienceDirect Sustainable Materials and Technologies

j o u r n a l h o m e p a g e :w w w e l s e v i e r c o m / l o c a t e / s u s m a t

Please cite this article as: C.C Pavel, et al., Role of substitution in mitigating the supply pressure of rare earths in electric road transport applications, (2017),http://dx.doi.org/10.1016/j.susmat.2017.01.003

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65 1 Introduction

66 Countries gathered at the 2015 Paris Climate Conference (COP21)

67 agreed to increase their efforts to limit climate change Transport is a

68 growing sector that contributes almost one-quarter of current global

69 energy-related GHG emissions More than half of this is related to

70 road passenger transport[1,2] For example, in Europe, transport

71 accounts for more than 30% offinal energy consumption and the

72 European Commission is already taking actions to decarbonise the

73 transport sector[3] Limiting global temperature increases to below

74 2 °C requires sustainable transportation solutions Electromobility for

75 various transport modes coupled with a low-carbon power system is

76 seen as a promising sustainable solution Electrified road transport is

77 not a new concept, but it is only recently that electric vehicles (EVs)

78 have gained relevant mass-market sales through third-generation

79 technology Several factors push up the electromobility trend, such as

80 the increasing volatility of oil prices, air quality concerns, climate change

81 agreements, more stringent emission standards and market

momen-82 tum for EVs At the end of 2015, the global EV stock accounted for

83 over 1.26 million units and global EV sales in 2015 amounted to over

84 550,000 cars[4] Although the number of electric vehicles on the road

85 is still very low when compared to the total number of passenger cars

86 worldwide (0.1%), the shift towards electrified powertrains is becoming

87 more apparent For instance, in 2015 the share of passenger EVs

88 exceeded 1% of new market sales in Norway, the Netherlands,

89 Sweden, Denmark, France, China and the UK[4]

90 Several countries have set up ambitious sales and/or stock targets

91 regarding vehicle electrification as guidance for creating national

92 roadmaps and for gathering support from policymakers Among various

93 uptake scenarios, the International Energy Agency (IEA) and the Electric

94 Vehicles Initiative (EVI), a multi-government policy forum composed

95 today of 16 members, presented an aggregated global deployment

96 target of 7.2 million in annual sales of EVs and 24 million in EVs stock

97 by 2020[5] This is an important milestone in meeting the global

98 deployment target of 100 million EVs by 2030 as announced at COP21

99 in the Paris declaration on electromobility and climate change and call

100 for action[4] An even more ambitious target (140 million EVs by

101 2030) is presented by IEA under the 2 °C scenario[4] For instance in

102 Europe the combined targets aim to reach up to 8–9 million EVs

103 on the road by 2020, but specific targets and timelines are subject to

104 negotiation with the EU's member states[6]

105 It is important to consider here the impact of availability of material

106 resources and their secure supply on the future deployment pathway of

107 EVs in view of the overall concerns about the supply of certain materials

108 in the global transition to a sustainable energy future[7–10] In previous

109 studies conducted by the European Commission's Joint Research Centre

110 (JRC) we showed that several low-carbon energy technologies could be

111 at risk because of potential bottlenecks in the supply chains of certain

112 metals[11–13] Among these technologies, electric vehicles are of

113 particular concern due to the dependence on critical rare earths used

114 in NdFeB permanent magnets (PM), which are essential for producing

115 light, compact and high efficiency traction motors Such magnets

116 contain neodymium (Nd), praseodymium (Pr) and dysprosium (Dy)

117 rare earths in their composition Dysprosium is used as an additive to

118 improve the magnet coercivity at high temperatures[14]

119 In recent years, traditional asynchronous motors have been

continu-120 ously replaced by more efficient devices containing permanent

121 magnets, e.g high efficient PM synchronous-traction motors (PSM) in

122 EVs, HEVs and e-bikes[15] Due to the high energy density of NdFeB,

123 this magnet is also increasingly used in high-tech applications and

124 energy-related devices such as generators in wind turbines[16,17]

125 Consequently, it is expected that the global demand for Nd, Pr and

126 Dy elements will increase in the coming years as the market in these

127 sectors will most likely increase[16,18–20]

128 A series of events, such as imposing export restrictions on rare earth

129 elements (REEs) by the near-monopolist China, caused the supply crisis

130 from 2010 to 2011 that drove up prices by between 4 and 9 times in less

131 than a year[21–24] As a result, the costs of products containing rare

132 earths increased Although prices for rare earths have declined since

133

2013, concerns regarding the supply of rare earths continue among

134 industry and governments as another supply crisis remains a distinct

135 possibility[16,18] These supply concerns are also due to the current

136 reorganisation of rare earth market as well as introduction by the

137 Chinese government of various measures to limit REE production,

138 driven by environmental, social and resources preservation aspects

139 Based on specific risk assessments, rare earths are in general

evalu-140 ated as‘critical materials’[25–30] Different mitigation strategies such

141

as the development of new mines and recycling are being considered,

142 but both are seen as unrealistic to be implemented in the short-term

143 From one side many barriers prevent a fast and sustainable primary

144 production and on the other side large volumes of secondary rare

earth-145 based products are not expected to enter soon into the recycling circuit

146 [24,31,32] In the midst of this is the substitution A complete and direct

147 (one-by-one) replacement of all critical materials by other more readily

148 available or less critical without decreasing product performance, raise

149 the price or both, is very limited[33] However, the substitution of

150 rare earths and other critical materials appears to be a feasible solution,

151 especially in cases where the substitution takes place at the product,

152 component or technology level rather than the element level[34–36]

153 According to Smith and Eggert[36], material substitution has

‘multifac-154 eted’ dimensions and the authors identify five types of substitution in

155 the case of NdFeB magnet: element-for element,

technology-for-156 element, grade-for-grade, magnet-for magnet and system-for-system

157 substitution The literature seems to agree on the fact that substitution

158 represents an essential component of the strategy towards a sustainable

159 use of scarce resources or environmentally problematic materials

160 [37–40]

161 Comprehensive information about the substitution of rare earths in

162 permanent magnets and the impact of this approach on reducing

163 reliance on rare earths in relation to the widespread adoption of electric

164 vehicles is limited in the literature The state-of-the-art of some rare

165 earths-free propulsion motors was addressed in several reviews

166 [15,41,42] Here we intend to complement the literature by assessing

167 the current technological status of these components and offer an

out-168 look on further developments We are focusing on the most promising

169 electric propulsion motor concepts that could be applicable at a large

170 scale within a short period in electric road transport applications

171 (i.e electric vehicles, HEVs and e-bikes)

172

In this paper wefirst estimate the demand for permanent magnets

173 for reaching the global deployment targets for electric vehicles in

174

2020 and describe its link to material resources availability The

compe-175 tition for PM-based traction motors from other applications, in

particu-176 lar HEVs and e-bikes, is also evaluated Then we analyse in-depth the

177 possible substitutes for rare earths-based traction motors and assess

178 their ability to enter into serial production in the short-term (2020)

179 Finally, we evaluate the impact of substitution on reducing the demand

180 for rare earths in electric traction motors under different scenarios

181

2 Sources and approach

182 The research was carried out during 2015–2016 based on

informa-183 tion collected from a wide variety of sources, including academic

184 articles, relevant documents and reports on critical raw materials,

185 industry publications, etc Although an exhaustive survey on the most

186 recent industrial developments is difficult to carry out because of the

187 high level of confidentiality in automotive industries research, this

188 paper integrates the best available information with additional

informa-189 tion gathered from interviews with material scientists, technical experts

190 from industry and academics Over ten interviews have been conducted

191 with European automakers (e.g Daimler, BMW, etc.) and research

pro-192 ject consortium (e.g MotorBrain, CRM_Innonet, etc.) inquiring about

193 their concerns on rare earths supply and feasibility of substitution of

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194 permanent magnet or rare earths in electric traction motors In most of

195 the cases the experts asked to remain anonymous

196 The demand for rare earths in these applications was estimated

197 using the average amount of permanent magnets in different types of

198 electric powertrains and based on the elemental composition of

199 NdFeB magnets The deployment targets for EVs are those presented

200 by the International Energy Agency (IEA) Other scenarios were used

201 as complementary information and are referenced throughout the

202 paper Our demand projections for permanent magnets and rare earths

203 represent a baseline necessary to carry out a more in-depth substitution

204 analysis

205 From our analysis and interviews with experts it is clear that magnet

206 producers and automotive industries have looked at different types of

207 substitution, some of them being more prevalent than others Four

208 main approaches to reduce the demand for rare earths are evaluated in

209 this paper: improving material usage through a better material efficiency,

210 dematerialization (using less NdFeB magnet), direct substitution of rare

211 earths in magnet (element-for-element substitution) and adoption of

212 rare earth-free traction motors (defined as component substitution)

213 The impact of substitution on decreasing the demand for rare earths

214 in three electric transport sectors– EVs, HEVs and e-bikes – was

calcu-215 lated based on assumed scenarios While the potential of improving

216 material efficiency is estimated according with industry experts,

217 adoption rate of rare earth-free motors and dematerialisation are

218 more arbitrarily chosen in order to highlight in impact of component

219 substitution on decreasing the future demand for rare earths

220 3 Estimation of permanent magnets demand in traction motors

221 used in electric road transport applications

222 3.1 Applications of permanent magnets in electric traction motors

223 Today, the NdFeB alloy is a high power magnet with the largest sales

224 share in the permanent magnets market[43] Based on their high energy

225 density NdFeB magnets are widely used in the automotive industry

226 either for electric traction motors or for non-traction electric

compo-227 nents such as audio speakers, transmission, electric power steering,

228 electronic sensors, etc.[17] Since the magnet content is estimated as

229 negligible in non-traction components[44], in this paper we take into

230 account only electric traction motors

231 There is a large diversity of electric propulsion systems available

232 today In general electric vehicles refer to the passenger cars that have

233 an electric motor as the primary source of propulsion using electrical

234 energy from the grid stored in rechargeable batteries[6,45] The

235 EV group comprises: battery electric vehicles (BEVs), fuel cell electric

236 vehicles (FCEVs), range-extended electric vehicles (REEVs) and

plug-237 in electric vehicles (PHEVs) Hybrid electric vehicles (HEVs) are not

238 part of EV category since the electric motor represents a secondary

239 propulsion source in combination with an internal combustion engine

240 (ICE) In this paper we will refer to the electric vehicle types BEV and

241 PHEV as well as HEV as these three classes are the most common

242 variants and they may make use of NdFeB magnet[46]

243 Currently most HEVs and EVs (abbreviated as H&EV) use

synchro-244 nous motors with NdFeB permanent magnets It is estimated that

245 by 2025 between 90 and 100% of H&EVs sales will be based on this

tech-246 nology[47] Overall several reasons explain the common use of rare

247 earth-based PSM in H&EVs[41,48,49]:

248 • The very strong magnetic field of integrated NdFeB magnets allows a

249 light and compact motor design;

250 • PSMs have a high efficiency since no external power system is needed

251 to induce a magneticfield in the rotor The magnetic field is provided

252 by permanent magnet whereas other motor concepts require

electric-253 ity to generate this electricfield;

254 • PSMs supply high torque and can be more easily controlled

255 E-bikes represent an additional application for NdFeB-based PSM

257 because of their ability to offer low weight and compact size Significant

258 growth rates for e-bikes were registered in the recent years, with almost

259 all production and demand concentrated in China[50]

260 3.2 Estimation of NdFeB magnet demand in electric vehicle types BEV and

261 PHEV

262 Based on the current technology, a PSM for an electric vehicle needs

263 between 1 and 2 kg NdFeB depending on motor power, car size, model,

264 etc.[44,47] If all of the EVs (BEV and PHEV) sold worldwide in 2015

265 (about 550,000 passenger cars) had been produced with NdFeB

266 magnets, then up to 1100 tonnes of NdFeB would have been required

267 This amount represents just over 1% of the global production of NdFeB

268 magnets, which was estimated to range between 79,000 tonnes[51]

269 and about 80,000 tonnes[52]in 2015 To meet the global deployment

270 target of 7.2 million EV sales in 2020[5], the number of EVs produced

271 would need to grow progressively on average by approximately 67%

272 compound annual growth rate (CAGR) from 2015 until 2020 Assuming

273 that all 7.2 million EVs will use PSM motors, these would require

274 between 7200 and 14,400 tonnes of NdFeB magnets in 2020 This

trans-275 lates to a significant increase in the annual demand for NdFeB magnets

276

in EVs by up to 14 times in only 5 years (Fig 1)

277 Today China dominates the production of NdFeB magnets by 85–

278 90%, the rest being produced in Japan (10%) and in other countries

279 from Europe, the USA, etc.[52] Their manufacture appears to continue

280

to move to China where access to REEs remains cheapest and most

281 secure[18]

282 3.3 Market momentum of hybrid vehicles and estimation of NdFeB magnet

283 demand in HEV applications

284 The number of new H&EVs models significantly increased from 12 to

285

60 in the period 2010–2014 (Fig 2) In 2014 hybrid types HEV and PHEV

286 constituted 65% of the new electric models launched The high market

287 momentum of HEV, and more recently PHEV, reflect consumer

prefer-288 ence for no compromises in range compared to BEV, combined with

289 lower fuel consumption compared to conventional ICE vehicles

290 The evolution of H&EV penetration rates of these models is very

291 sensitive to several factors, such as the price of oil, the cost and efficiency

292

of the battery-pack, regulations, government support, infrastructure,

293 customer preferences, etc An additional factor that could potentially

294

influence the future adoption of electric and hybrid vehicles derives

295 from the availability of rare earths and downstream products (e.g

296 NdFeB magnet) It is estimated that all HEV and PHEV commercialised

Fig 1 Evolution of global annual sales of electric vehicles (BEV and PHEV) since 2010 [4]

and 2020 deployment target [5] Estimation of NdFeB demand is based on the assumption that all EVs use NdFeB-PSM technology The error bar represents the standard error calculated based on the minimum and maximum amount of NdFeB magnet used in a PSM.

3 C.C Pavel et al / Sustainable Materials and Technologies xxx (2017) xxx–xxx

Please cite this article as: C.C Pavel, et al., Role of substitution in mitigating the supply pressure of rare earths in electric road transport applications, (2017),http://dx.doi.org/10.1016/j.susmat.2017.01.003

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297 today use PSM[41,47], thus competing with BEV and other technologies

298 for the same materials The compact size and high performance of PSM

299 makes it the favoured technology for hybrid cars because manufacturers

300 have to cope with space restrictions due to the need to integrate

301 two drive trains into the car (the electric engine and the combustion

302 engine)

303 According to Navigant Research, approximately 2.1 million HEVs

304 were sold globally in 2015[53], mostly in Japan, followed by the USA

305 and Europe[54,55] Global annual HEVs sales are expected to increase,

306 reaching 2.8 million in 2020 under a conservative scenario[53]or

307 over 3.5 million in a more optimistic one[52] Further in our analysis

308 we take into account the average of 3.15 million HEVs sales in 2020

309 An HEV propulsion motor needs less PM material than an EV motor,

310 circa 42% of the EV-motor magnet weight[56] This translates to a range

311 of 0.42–0.84 kg magnet per HEV Under this assumption up to

312 1800 tonnes NdFeB have been used to produce 2.1 million HEVs in

313 2015, representing a small fraction (2.3%) of current global production

314 (Fig 3)

315 The market trends indicate that HEV models will still remain the

316 dominant electric powertrain in the near future[57] Based on our

pro-317 jections, the demand for NdFeB in the global HEV market is not expected

318 to see very significant growth levels in the short-term Up to

319 2650 tonnes of NdFeB would be required for the 3.15 million HEV,

320 about 1.5 times more compared to 2015

321 3.4 Estimation of NdFeB magnet demand in e-bikes

322 E-bikes integrate a small electric motor and rechargeable batteries to

323 assist the rider in pedalling In general, they are classified as bicycles

324 given their ability to be pedalled, distinguishing them from electric

325 scooters and motorcycles Most e-bikes use PSMs with an NdFeB

326 magnet, either as hub motors (integrated in the front or rear wheel)

327

or as mid-drive motors (near the bottom bracket) The amount of

328 NdFeB magnet in an e-bike is estimated to range from 60 g to 350 g

329 [58] Since the NdFeB magnet has to cope with temperatures of

330

up to 100 °C, it needs a low share of dysprosium to withstand

331 demagnetisation According to experts, the loading of dysprosium in

332 NdFeB magnet for e-bikes application is around 1% Dy, much lower

333 compared to 4% found by Hoenderdaal et al.[59] for two-wheel

334 vehicles, which include along e-bikes also electric scooters and electric

335 motorcycles[59] This difference might be also somewhat a result of

336 manufacturer efforts to improve efficiency in materials use Later in

337 this analysis we take into account a conservative loading of 1% Dy in

338 NdFeB magnet for e-bikes

339 The global e-bike sales are much higher than current sales of H&EV

340

It is indicated that about 40 million e-bikes were sold globally in 2013,

341 with China being the biggest market, followed by Europe, Japan and

342 the USA (Fig 4)[50]

343 Due to a high saturation of ownership a slower growth was

344 registered in the e-bike sector during the period 2013–2015[50,52]

345 But the global e-bike market is expected to increase further at a CAGR

346

of over 4% until 2019[60] Based on these data, we estimate that around

347

50 million e-bikes will be sold in 2020 On the assumption that the

348 e-bikes sold in 2015 is similar to that in 2013 and all e-bikes have

349 used an NdFeB-based PSM, circa 2400–14,000 tonnes of NdFeB would

350 have been required in 2015 The maximum amount represents more

351 than 17% of current global NdFeB production and is approximatively

352

13 times higher than the quantity requested for EVs in the same year

353

In 2020 the demand for NdFeB in the e-bikes sector is expected to

354 increase up to 17,500 tonnes using current technology

355 When adding the NdFeB amounts used in the three sectors– EVs,

356 HEVs and e-bikes– the total annual demand for NdFeB magnet in

357

2015 could range from about 4000 tonnes in the lower bound case

358 and up to 16,900 tonnes in the upper bound case The upper and

359 lower bound cases indicate the maximum and minimum masses of

360 NdFeB magnet needed in an e-bike motor The maximum amount of

361 NdFeB requested for these three sectors represents about 21% of the

362 current global production

363 More importantly, the NdFeB demand for these electric road

trans-364 port applications could increase very rapidly in the next 5 years, driven

365

by EV deployment targets (Fig 5) To meet the global deployment target

366

of 7.2 million in 2020, the NdFeB demand is estimated to increase by

367 around 1200% between 2015 and 2020 For HEV and e-bikes this

368 increase is much less compared to EV, for instance by 50% and 25%,

369 respectively

Fig 2 Estimation of new electric vehicles and HEVs models released since 2010 [6]

Fig 3 Evolution of global annual HEV sales, 2020 forecast [53–55] and estimation of the

NdFeB demand for HEV The error bar represents the standard error calculated based on

the minimum and maximum amount of NdFeB magnet used in a PSM Fig 4 Estimated e-bikes sales by country in 2013 in million units [50]

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370 In 2020, about 11,500–34,500 tonnes NdFeB magnet might be

371 requested globally for the electric road transport applications In the

372 upper bound case the NdFeB amount corresponds to a share of over

373 43% of the current global NdFeB supply When taking into account the

374 forecasted production of NdFeB magnet in 2020, such as 118,000 tonnes

375 [52], this share decreases to about 30%, but still a very significant

376 fraction of the supply

377 3.5 Supply issues for rare earths and their demand for electric road

378 transport applications (H&EVs and e-bikes)

379 The global growth rate of NdFeB consumption for high-tech

applica-380 tions (e.g hard disk drives) and other energy-related devices (e.g wind

381 turbines) is likely to increase in the near future[52], thus competing

382 with NdFeB and its constituent rare earths for electric road transport

383 applications These trends highlight that the REE supply issue must

384 remain high on the agenda of security of supply policies despite recent

385 positive developments such as the lifting China's export bans and

386 decreasing rare earth prices Other factors to be considered are that

387 the rare earths market is still small and dominated by Chinese

produc-388 tion and Chinese demand Thus it may become again susceptible to

389 pricefluctuation

390 In 2014 the global annual production of rare earths (in metal form)

391 was estimated to be around 21,000 tonnes Nd, 6300 tonnes Pr and

392 1400 tonnes Dy[61] The NdFeB magnet is the major application for

393 all three rare earths[61]

394 The composition of NdFeB magnet is presented inTable 1

395 For applications with a shorter operating period (e.g in speakers,

396 computer devices, etc.) the NdFeB permanent magnet is ideal However,

397 for applications like electric traction motors, which have longer

398 operating times and generate significant amounts of heat, NdFeB is

399 less suitable due to its reduced coercivity In fact, at temperatures

400 above 80–120 °C, the coercivity of NdFeB declines significantly

401 Both dysprosium and terbium can be used as a dopant to enhance the

402 coercive force of an NdFeB magnet and enable it to perform stably at

403 higher temperatures Currently, dysprosium is the most convenient

404 dopant because of its low price compared to terbium The dysprosium

405 loading in an NdFeB magnet for electric vehicle can vary between 3.7

406 and 8.7% [59,63], and the resulting compound demonstrates an

407 increased coercivity between 100 and 200 °C For practical reasons

how-408 ever the content of dysprosium in NdFeB magnet used in electric vehicle

409 motor is kept high, up to 7.7%[59] According to experts the actual Dy

410 share in NdFeB magnet for an electric traction motor in EV is around

411 7.5%

412 Taking into account the fraction of rare earths in magnet

composi-413 tion (i.e 30% Nd/Pr (Nd:Pr = 4:1) and 7.5% Dy in H&EVs (or 1% Dy in

414 e-bikes)) and NdFeB demand projected in the previous sections, about

415

920–4050 tonnes Nd, 230–1010 tonnes Pr and 130–355 tonnes Dy

416 would have been required to satisfy the HEVs, EVs and e-bikes market

417

in 2015 In terms of demand/production share, the three sectors

com-418 bined accounted for up to 19% Nd, 16% Pr and 25% Dy of each individual

419 rare earth produced in 2014 The overall supply of rare earths is

fore-420 casted to increase by a factor of 1.38 from 2014 to 2020[52] Assuming

421 that the share of neodymium, praseodymium and dysprosium remains

422 the same with respect to the overall REE supply in 2014, then the global

423 annual supply for these three elements will reach approximatively

424 29,100 tonnes Nd, 8725 tonnes praseodymium and 1940 tonnes Dy in

425 2020

426

If the composition of NdFeB will remain constant, the demand for

427 rare earths in 2020 in these three sectors will increase to a range of

428

2770–8290 tonnes Nd, 690–2075 tonnes Pr and 670–1450 tonnes Dy

429 The maximum demand/supply share in 2020 is projected to be about

430 28% for Nd, 24% for Pr and 75% for Dy It becomes evident that the

431 highest pressure in terms of material supply is expected for dysprosium

432

In particular, up to 56% of the estimated annual Dy supply in 2020

433 (today it is around 6%) would be needed to meet the deployment

434 targets for electric vehicles in 2020 This share is estimated at about

435 12% for Nd and Pr

436 Despite the fact that the production of rare earths and downstream

437 products will increase in the future, however the issue about REE supply

438 and price stability could re-emerge, thus posing a potential bottleneck

439

to the deployment targets for electric vehicles for 2020 and beyond

440 Opening a new primary production of rare earths is unrealistic in a

441 short time (about 8–10 years elapse between the discovery of rare

442 earths deposits and production at the mine) Mining and refining

443

of REE are associated with serious environmental problems, such

444

as soil and water contamination, human health, air pollution, etc

445 The environmental impact might also affect a sustainable production

446 and stable supply chain of rare earths Moreover, large volumes of

447 secondary rare earths production are not expected in the short term

448

to influence the demand/supply balance since many end-of-life

prod-449 ucts containing NdFeB magnet will enter the recycling circuit after

450 many years[59]

451 The spike in prices for rare earths during 2011–2012 and the

per-452 ceived risk associated with their supply and environmental pressure

453 have already led to investments in NdFeB-free motors and the adoption

454

of alternatives Such technologies can either use PM with a reduced

455 level of rare earths or replace the entire NdFeB-based component with

456 other types of drive system, such as an asynchronous motor Alternative

457 electric traction motors that do not require rare earths-based magnets

458 have already been developed for serial production by several

compa-459 nies The main reason for developing REE-free motors was security of

460 supply concerns rather than the price volatility of rare earths[52] In

461 the next section we evaluate the substitution paths for NdFeB-based

462 synchronous motors used in electric powertrains and analyse their

cur-463 rent technology status

Fig 5 Estimation of global annual demand for NdFeB magnet in EV, HEV and e-bike

applications in 2015 and 2020 and the percentage increase assuming that all traction

motors are based on NdFeB-PSM technology Bars correspond to average values The

error bar represents the standard error calculated based on the minimum and

maximum amount of NdFeB magnet used in PSM for each application.

t1:1 Table 1

t1:2 Typical composition of sintered NdFeB for applications at room temperature [62]

t1:3 Chemical element Percentage by weight

t1:4 Neodymium (Nd) and/or praseodymium (Pr) 29–32

t1:7 Aluminium (Al) 0.2–0.4

t1:9 Dysprosium (Dy) ⁎and/or terbium (Tb) 0.8–1.2

t1:10 ⁎ The Dy content could be increased up to 9% to allow the magnet to operate at high

t1:11 temperatures, i.e up to 200 °C.

5 C.C Pavel et al / Sustainable Materials and Technologies xxx (2017) xxx–xxx

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464 4 Substitution opportunities of rare earths in electric traction

466 4.1 Rare earths substitution in NdFeB magnets and improved material

467 efficiency

468 At the moment there is no alternative magnet with similar

proper-469 ties to NdFeB or an approach that would enable the full substitution of

470 rare earths with less critical raw materials at large Such solutions may

471 still not be available in the near future Currently, research focuses mostly

472 on reducing the rare earth content through two main approaches:

473 (i) increasing material efficiency in magnet production (e.g grain

bound-474 ary diffusion processes), thus obtaining NdFeB magnets with less rare

475 earth content but with similar performance; (ii) optimising the motor

476 design, enabling high technical performance while using less NdFeB

478 Details about improving material efficiency and rare earths

substitu-479 tion in permanent magnets were already described by our group in the

480 context of NdFeB application in wind turbines[64] In summary, current

481 research indicates a possible reduction of the amount of Nd and Pr

482 needed to produce NdFeB For example, Lacal-Arántegui estimates a

483 rise in material efficiency for neodymium and praseodymium of up to

484 29% from 2015 to 2030 in a permanent magnet of equal magnetic

485 strength and cost[65]

486 As result of research developments, Daimler indicates that the Dy

487 content in permanent magnets in PHEV and HEV vehicles could signi

fi-488 cantly drop from 7.5–9% to approximately 5% in 2020 and afterwards to

489 2.5%[66] Terbium can replace dysprosium without losing performance,

490 but due to its higher price and a supply criticality issue it is not

consid-491 ered a convenient substitute

492 4.2 Reducing the amount of NdFeB magnet in electric traction motor:

493 dematerialisation

494 From the motor design side, high torque densities can be obtained in

495 optimised PSMs by designing new electrical machines while

simulta-496 neously using less NdFeB magnets[67] BMW developed a hybrid

497 motor using fewer magnetic materials embedded into salient rotor

498 structures This led to a reduction of the rare earths content (30% to

499 50% less) in the BMW i3 model compared to other PSM designs[42]

500 Since these motors provide both magnet and reluctance torques, they

501 are also called‘permanent magnet-assisted reluctance motors’ or just

502 ‘hybrid motors’[68] The hybrid motor is similar to the EU co-funded

503 MotorBrain project concept for PSM, which uses ferrite for creating

504 reluctance torque[69]

505 4.3 Component substitution for PSM traction motors in EVs and HEVs

506 Currently, most electric vehicles use PSMs with NdFeB magnets

507 These can be affixed to the rotor's surface (surface magnets) or they

508 can be located in pockets within the rotor (buried magnets) The stator

509 carries windings connected to the power supply to produce a rotating

510 magneticfield The torque results from the interaction between these

511 different magneticfields

512 Alternatives to NdFeB-PSM exist in serial production for several BEV

513 models For example, the Tesla S, Mercedes B-Class and Renault Twizy

514 have an asynchronous machine (ASM) and the Renault Zoe and Renault

515 Kangoo use an electrically excited synchronous machine (EESM)

How-516 ever, since hybrid vehicles have stricter requirements for a compact size

517 and temperature stability, the use of PSM motors is the preferred option

518 chosen by most manufacturers of HEV and PHEV

519 The ASM and EESM technologies are technically available and have

520 good performance, but they are not applied in serial HEV and PHEV

521 production because of their lower power density and higher weight

522 compared to PSM

523 Synchronous machines and ASM operate on different physical

524 principles In ASM, the torque is obtained by electromagnetic induction

525 from the magneticfield of the stator winding The AC Power is supplied

526

to the motor stator Whereas a synchronous motor rotor turns at the

527 same rate as the statorfield, an asynchronous motor rotor rotates at a

528 slower speed than the stator The induction motor stator magnetic

529 field therefore constantly changes relative to the rotor This induces

530

an opposing current in the rotor Thus, currents in the rotor windings

531

in turn create magneticfields in the rotor that react against the

532 statorfield The torque is a result of these different magnet fields The

533 ASM is also called“induction motor” as it bases on the principal of

534 induction

535 Externally excited EESMs only differ from PSMs in their rotor design

536 The PSM uses a permanent magnet in the rotor, whereas the EESM does

537 not use any magnets Electrical current from the battery magnetizes the

538 copper windings in the EESM rotor to create an electrical magnet

539 Other rare earths-free alternative motors are available and some are

540

in the prototype stage with a high potential for the future serial

produc-541 tion of EVs and HEVs Promising alternatives such as ASM with high

rev-542 olution per minute (rpm) and PSM with low-cost magnets (e.g ferrite

543 materials) have the potential to enter into the market for EVs and

544 HEVs Another substitute for PSM might be the switched reluctance

545 motor (SRM) if R&D can successfully solve significant technical

obsta-546 cles such as inverter incompatibility for other engines and high noise

547 due to very small sound-emitting air gaps

548 The current status, major advantages and disadvantages of the most

549 promising motor concepts as well as an outlook to 2020 are given in

550 Table 2

551

A crucial point in developing an electric vehicle is the improvement

552

of overall vehicle efficiency to allow longer operational ranges This

553 means that the efficiency of powertrain designs and their embedded

554 motors is a major issue for vehicle manufacturers Therefore, alternative

555 motor types have to compete with highly efficient PSMs The

compari-556 son shown inTable 2indicates that there is not an optimum substitute

557 for PSM that can satisfy all traction conditions while also fulfilling

558 technical and commercial requirements For instance, compared to

559 PSM, the ASM is less efficient in urban conditions, but more efficient

560

on motorways with high speed This characteristic is a strong advantage

561 for PSM and EESM types, making them more suitable for urban

applica-562 tions Other characteristics of the main technologies - PSM, ASM and

563 EESM are shown inTable 3

564 The industry aims at a higher driving range for EVs, which also

565 require a high efficiency at high speed Other motor types such as the

566 switched reluctance machine (SRM) and transverseflux machine

567 (TFM) are in early stage of development and further research is

neces-568 sary prior to serial production

569 The experts interviewed within this study believe that different

570 electric motor concepts will contribute to the future H&EV market

571 This observation is confirmed by a survey conducted by Hornick[80]

572 Manufacturers will favour a motor type that best meets the specific

573 needs of the vehicle at reasonable cost-effectiveness The ferrite

574 magnet-based motor and switched reluctance motor are potential

can-575 didates as these technologies may offer the lowest cost in car

manufac-576 ture compared to the relative high cost of NdFeB magnet-based PSM

577 [42] Since technical requirements vary with vehicle type and its area

578

of application, a variety of electric traction motors with specific

perfor-579 mance characteristics is needed for the development of efficient and

580 competitive H&EVs

581 The development time of a new electric motor for H&EVs highly

582 depends on economic conditions Based on the MotorBrain project,

583 which developed a new motor prototype in three years[69], we could

584 estimate that about 5 years are needed from the conceptual stage

585 until serial production The time could significantly decrease if electric

586 motor design has merely to be adapted from other similar applications

587 Given the variety of prototypes available today, it is expected that a rare

588 earth-free motor can be produced within a short time

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t2:1 Table 2

t2:2 Overview of main component substitutes for PSM in EVs and HEVs, and comparison to current state-of-the art PSM.

t2:3 Motor type Rare earths content Current status Major advantages Major disadvantages Outlook 2020 Ref.

t2:4 Permanent synchronous motor (PSM) 0.56 kg REEs per EV motor ⁎

(less in HEV and e-bikes)

Used in all serial HEV and in most serial PHEV and BEV

• High efficiency at low and medium speeds

• Compact size/high power density

• Wide dissemination

• Dependency on rare-earth supply and their price variation

• Lower efficiency at high speed

Maintains a key role in EV and HEV as long

as the price of rare earths do not increase significantly

[41,48,49]

t2:5 Asynchronous motor (ASM) Rare earths free Used in some serial BEV (e.g.

Tesla S, Mercedes B class, Renault Twizy) and PHEV

• Low production costs

• Robustness

• High reliability

• High efficiency at high speed

• Lower efficiency than PSM in urban conditions

• Lower power density than PSM, requiring more package space and weight

• Higher copper demand than PSM

Maintains serial application in some EV and

in mild hybrids, partly as improved ASM with high rpm

[70,71]

t2:6 Externally excited synchronous

t2:7 motor (EESM)

Rare earths free Used in few serial BEV (e.g.

Renault Zoe) and PHEV Also available for HEV

• High efficiency in all speed ranges

• Lower power density than PSM

• More package space needed

• Complex structure resulting in high manufacturing costs

Remains an efficient alternative to PSM, but application in HEV is unlikely

[42,72]

t2:8 ASM with high rpm Rare earths free Serial production announced • Potential for high

ener-gy and material effi-ciency

• Potential for low pro-duction costs

• No experience in serial production yet Offers high potential for serial production in

BEV, HEV and PHEV due to high efficiency and good cost effectiveness

[42,73]

t2:9 PSM with low-cost magnets Rare earths free Prototypes using ferrite or

AlNiCo magnets

• Potential for good over-all performance

• No experience in serial production Offers good potential for serial production

due to high technical performance and reasonable cost effectiveness

[68,74–76]

• Potential for cheap en-gine production

• High noise level

• Requirement for a specific inverter, which

is not compatible to production lines of power electronics for other engines

Needs further R&D to achieve highly efficient and silent engines suitable for serial production

[41,77]

density and efficiency

• Low technology readiness level Might offer high power density and high

efficiency, but needs more intense R&D

[78,79]

t2:12 Hybrid motor (e.g combine

t2:13 synchronous reluctance principle

t2:14 with permanent excitation)

0.37 kg ⁎⁎REEs or less

per motor

Used in the BEV BMW i3 and PHEV BMW 7

• Similar performance as PSM with less rare earths

• Remaining rare earth demand Applied in serial BMW i3 and BMW 7 PHEV

production with high potential for further vehicle types and models

[68,69]

t2:15 ⁎ The rare earths content in PSM takes into consideration the range of 1–2 kg permanent magnet per EV traction motor and the following chemical composition of NdFeB: 30% Nd/Pr (Nd:Pr = 4:1) and 7.5% Dy.

t2:16 ⁎⁎ Value relates to 1 kg NdFeB magnet per traction motor with the same chemical composition as above.

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589 There are no alternatives to PSM for e-bikes available on a large

pro-590 duction scale Since the current, low rare earth prices give no incentive

591 to manufacturers to develop rare earth-free motors for e-bikes, it seems

592 that industry does not look for alternative solutions that might be

593 accompanied by efficiency losses or higher e-bike weight This

assump-594 tion is confirmed by industry experts Several European manufacturers,

595 e.g Bosch, Brose Antriebstechnik, Derby Cycle located in Germany and

596 Accell Group from the Netherlands, supply high-quality e-bikes to

597 customers who demand high energy efficiency and light powertrains

598 Consequently, the competitiveness of these manufacturers highly relies

599 on the production of premium products Future shortages or high prices

600 of rare earths might be tackled by the fast development of alternative

601 motor systems This is evident in e-bike motors that have mostly been

602 derived from automotive applications like electric power steering or

603 windshield wiper motors

604 5 Impact of substitution on short-term demand for critical rare

605 earths– Nd, Pr and Dy – in H&EV and e-bike applications

606 Future developments in material efficiency, motor design and

607 component substitution may make the challenge associated with rare

608 earths supply and environmental issue less daunting There are

609 expected improvements in terms of efficiency in rare earths usage for

610 production of NdFeB magnets Although the full substitution of rare

611 earths will probably not take place over the coming years, experts

612 consider that the share of Nd and Pr in NdFeB composition may decrease

613 down to 26.5% Nd/Pr from 30% by 2020 Furthermore, a significant drop

614 from 7.5% down to approximatively 5% of the Dy content in NdFeB

615 magnets looks to be feasible for PHEVs and HEVs An optimised PSM

616 design could lead to the use of much less NdFeB magnets (i.e as in the

617 case of the hybrid design used in BMW's i3 motor) Moreover, some

618 manufacturers may continue with or switch to rare earths-free motors

619 for BEVs There are also pilot concepts of REEs-free motors for hybrid

620 vehicles (PHEV and HEV) with a high potential for commercialisation

621 Due to the large number of parameters and the high uncertainty of

622 future technological and economic developments, the precise future

623 penetration rate of substitutions remains unclear Current low prices

624 and a sufficient supply of rare earths give no strong incentive to switch

625

to rare earth-free motors, unless they become more cost and

626 performance-effective In this context, experts see a high potential for

627 the newly developed ASM with high rpm, which has high efficiency

628 and could also achieve low production costs

629 Based on possible technological developments and inputs received

630 from experts, in this paper we have analysed different substitution

631 scenarios along three main parameters: materials efficiency,

632 dematerialisation (less NdFeB content) and component substitution

633 (replacement of PSM by other rare earth-free technology) We grouped

634 them in 4 case scenarios: (i) substitution case A, takes into account an

635 increase in material efficiency; (ii) substitution case B, considers the

636 material efficiency of case A and 30% of component substitution,

637 (iii) substitution case C, on top of the material efficiency of case A it

638 assumes 50% component substitution, and (iv) substitution case D

639 adds dematerialization (i.e 40% less NdFeB magnet on top of case C

640 Table 4gives an overview on the assumptions of the four substitution

641 scenarios and compares them to the reference scenario, which exhibits

642

no substitution and features the same NdFeB demand as shown inFig 5

643 The results obtained from this analysis are presented inFig 6

644 The impact of substitution is revealed through the four different

645 scenarios A, B, C and D The results show that substitution has the

poten-646 tial to reduce the short-term global demand for rare earths in the H&EV

647 and e-bikes sectors Compared to the 2020 reference case a decreasing

648 demand by 12% for Nd and Pr can be achieved by improving material

649

efficiency (substitution case A) This reduction can be more significant

650 (from 38% up to 56%) if an adoption of alternative components

comple-651 ment the material efficiency (e.g 30% or 50% of PSM technology are

652 replaced by rare earth-free electric traction motors as evidenced in

653 substitution case B and C, respectively) If the decrease of NdFeB amount

654 (through dematerialisation) will also take place, the reduction in Nd

655 and Pr demand can reach about 73% (substitution case D)

656

In case of Dy a substantial demand reduction (up to 33%) in H&EVs

657 can be reached just by improving material efficiency, such as by

658 decreasing the Dy loading in the magnet from 7.5% to 5% A decreasing

659

of Dy loading below 5% in NdFeB used in electric traction motors for

660 serial production of electric and hybrid vehicles will likely not take

661 place before 2020 Material efficiency has no impact on e-bikes, which

662 already use a very small loading (1% Dy) Moreover, if 30% of the rare

663 earths' components is replaced, the demand for Dy in electric vehicles

664 could be reduced by half (substitution case C) with respect to the

665

2020 reference case, decreasing further by 80% in case of substitution

666 case D

667 While already in the case of substitution case B the demand for rare

668 earths in 2020 might decrease below the 2015 level in HEV and e-bikes,

669 however even in the most ambitious substitution scenario (D) the

670 growth rate for Nd, Pr and Dy consumption in electric vehicle sector is

671 expected to increase over the next 5 years in order to meet the

t4:1 Table 4

t4:2 Possible substitution scenarios for rare earths in PSM used in H&EV and e-bikes.

t4:3 Substitution scenario - 2020 Material efficiency Dematerialisation Component

substitution (%)

Dy loading ⁎⁎in

PM (H&EVs) (%)

t4:8 Substitution case A (material efficiency) 26.5 5 0 0

t4:9 Substitution case B (material efficiency + low component substitution) 26.5 5 0 30

t4:10 Substitution case C (material efficiency + high component substitution) 26.5 5 0 50

t4:11 Substitution case D (material efficiency + high component substitution +

t4:12 dematerialisation)

26.5 5 Reduction of NdFeB amount

by 40% ⁎⁎⁎ 50

t4:13 ⁎ Nd and Pr are found in ratio 4:1.

t4:14 ⁎⁎ Dy loading in e-bikes is considered 1% in all cases.

t4:15 ⁎⁎⁎ 40% magnet reduction leads to 0.6–1.5 kg NdFeB/electric car and 36–210 g NdFeB/e-bike.

t3:1 Table 3

t3:2 Comparison of principal characteristics of PSM, ASM and EESM [78]

t3:4 Construction space ++ + +

t3:7 Production costs + ++ +

t3:11 ++ very good performance; + good performance; O low performance.

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672 deployment targets set for 2020 This demand is estimated to be at least

673 3 times more in case of the substitution case D, compared to over 13% in

674 the reference scenario without any substitution

675 The growing demand for rare earths indicates a need for further

ac-676 tions to ensure a secure supply and development of suitable alternatives

677 for rare earths-based PM traction motors This will allow Europe and

678 other countries to accomplish the overall goals of cutting CO2emissions

679 and reducing the transport sector's dependence on oil

680

6 Conclusions

681 Despite the benefits of climate change mitigation and from potential

682 fuel savings, several barriers could hinder the widespread adoption of

683 electric vehicles Among them is the potential supply disruption of

684 critical rare earths for NdFeB magnet-based electric traction motors In

685

2015, the global EV sector consumed around 1% of the total market for

686 NdFeB magnets Driven by efforts to foster EVs adoption and meet

687 ambitious deployment targets of EVs in 2020, the demand for NdFeB

688 could rapidly and significantly increase over the next few years HEVs

689 and e-bikes further compete with EVs for NdFeB-based PSM

690

We estimate that the H&EV and e-bike sectors combined would

691 require over two times more NdFeB magnets in 2020 compared to

692

2015 (between 11,500–34,500 tonnes NdFeB), representing up to 30%

693

of expected global NdFeB supply in 2020 Moreover the market for

694 rare earths-based permanent magnets will likely grow for other

appli-695 cations, e.g high-tech and energy-devices The overall rising demand

696 for NdFeB magnets could have important implications on the supply

697 chain for rare earth, which may also lead to pricefluctuation Dy poses

698 the highest supply risk as up to 75% of its 2020 supply may be required

699

to meet the global electric road transport applications

700 The potential supply risks associated with rare earths for electric

701 road transport applications cannot be easily mitigated as there are no

702 effective substitutes for the rare earths used in permanent magnets

703 However higher material efficiency, dematerialisation and adoption of

704 alternative components, e.g rare earths-free electric traction motors,

705 can attenuate the future increasing demand for rare earths Adoption

706

of different substitution paths should take place in parallel as it does

707 not appear that one substitution method prevails over the others

708 Under the most optimistic substitution scenario, which implies

709 adoption of different types of substitution, the global demand in 2020

710 for H&EV applications could be drastically reduced by 75% for Nd and

711

Pr, and 80% for Dy versus a reference without substitution in the same

712 year But even if such optimistic scenario was to be successfully

imple-713 mented, the global annual demand for rare earths in electric traction

714 motors in electric vehicle applications is expected to grow significantly

715

up to 2020 This calls for an integrated‘security-of-supply’ policy that

716 need to consider various strategies along secure access, recycling and

717 substitution For Europe and other countries/regions that lack domestic

718 supplies, substitution may be an effective short-term solution This

719 paper reveals that a number of high potential options for PMS exist

720 and they could be rapidly brought to commercialisation, should prices

721 for rare earths increase However more R&D investments are needed

722

to further develop these solutions and to search for even better

723 alternatives

724 Acknowledgements

725 This work is part of a research project funded by theEuropean Q2

726 Commission The authors are thankful to various experts from the

727 automotive industry for providing their valuable inputs

728 References

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