看到後麵還有這段

For the moment, however, MP has an early lead. It will start shipping magnets to GM this year, Litinsky says, and it also has new supply contracts with two other automakers which it’s not yet naming but “are among the world’s five biggest.” Given that the company is exporting its NdPr metal to Japan and South Korea, those customers are likely Toyota and Hyundai (the carmakers declined to comment; Ford and Tesla, the country’s largest EV maker, also declined to comment on the impact of the rare earth restrictions).