Expect the shifting sands of supply (source) & demand have some way to play out!?
The actions from the West will take time to filter through, what might tariffs mean for the attractiveness of Chinese EV's?, China's focus on manufacturing appears to be leaving many behind & social unrest due to wealth distribution tightening may see China need to refocus internally to calm the waters?
So much yet to unfold in the ESG revolution and re-allocation of supply!?
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Change
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