Howie, China don't care about the US, Europe is their target market.
Anyway, even at double the price BYD's cool new hybrid ute is still cheaper than the US equivalent & I want one.
The lithium market is so fragmented it's very difficult to get any real direction of price, not like gold where there is a benchmark.
I get your drift though, & I agree that the carbonate spot I use for my analysis may not be ideal it's all I have at present.
imo
Howie, China don't care about the US, Europe is their target...
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