General Discussions, page-24603

Yeah, it's good that they are giving you a reply, even though they might just be copy pasting as I am sure they will get the same question a few times.

I think the big factor here is ex-China supply. It's a new world looking for secure supply outside China. I still feel like this is largely understated. Of course China will have its place in the market, as it has done alot of work to secure supplies from many places including Australia, and has built the factories over years while the West has had its head in the sand.

Geopolitical tensionstensions, especially around trade cannot be ignored any more, Covid and now Ukraine war just highlights how critical these critical minerals are. When EVs are driving your economy (cars, buses, trains, trucks) and even your military, having your batteries or battery mineral supply come from one place (or not an ally), there could be problems down the track.

Might be a few more months before the penny drops, or it might be the off take terms that help to show this is really a priority. Let's see