Producing a raw commodity and no influence on downstream is a difficult structural position to be in. Price taker.
Would be good to more vertically integrate with more of the downstream. Refine raw materials into precursor materials. Then, inputs into energy storage.
All the talk on China needs to consider who is refining the raw commodity. If that's all concentrated in China, ask why isn't more refining done elsewhere, and if there might be an opportunity here. Compare with other resource concentrations, and what competition did.
dyor. Nfa.
General Discussion Topics, page-143214
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