Many of US corporate decisions are based on long range forecasts just this side of this quarter. They don't include, "what state will this company be in for my kids, or what air or clean water will my kids have?"
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Anyone considered the BEYMA 12MW/ND? It's still neo and the long term supply may be uncertain as well but the short term outlook might be better. This is the only one I've seen that really peaked my interest for a 3012LF substitute.
Beyma Neodymium Speakers - Beyma 12MW/Nd speaker - Beyma 12MW/Nd 700 watt 12" woofer for all bass applications. Beyma 12MW/Nd neodymium speaker and other Beyma neodymium lightweight speakers here.
It was a short sighted decision that's now biting us on the ass.

We freely gave them the monopoly because it was cheaper to import neo than to mine it ourselves. It was a short sighted decision that's now biting us on the ass.
And that's why it's a temporary situation.we're talking about strategic materials here.
And that's why it's a temporary situation.
There's so much money to be made here that domestic mines should be on the fast track right now, with manufacturing shortly to follow. BTW, speaker magnets are hardly even a blip on the neo radar. A hybrid car uses more neo than a dozen drivers, and a wind turbine more than 1400. But right now the neo cupboards are bare.I know no one can predict the future but you seem to have an eye on the industry...
When you say "temporary" are you thinking months or years?
I might be in the financial situation to take on a fEARful project around the middle of next year. If the magnet situation is better by then it would be serendipitous.