Well, I don’t think that there’s any dispute about the fact that the US has been a second rate player in securing critical resources. Not only cobalt in DRC. A similar story is playing out with lithium in Argentina, and there are probably other similar resourcestories unfolding daily on a micro and macro basis. China is eating our collective lunch, and it’s a fascinating sight!
I think that the US wants to up its game, but it’s hobbled by ESG and integrity concerns that impose a pretty significant disadvantage relative to China.
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