How do you see this playing out SF?
If CCP cap pricing during a raw material shortage, to keep pricing manageable for Chinese OEM's, would the exports to other countries also need blocking to keep supply going to Chinese interests?
Also, with the miners now getting more of the margin and bidding for product likely to stay high, converters would be squeezed?
Would CCP cut subsidies early to reduce EV demand.
CCP are the big converters but they don't have control of the raw material supply line so trying to manipulate/mandate lower prices is fraught with danger IMO. It may be the opportunity the west gets, to claw back some supply control.
So many repercussions when supply/demand dynamics are interfered with.
Your perspective appreciated.
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