Running discussion on SP, page-41079

Do you actually understand what racism is? I really think you don't.

Geopolitics matters. Just go and ask an Australian wine producer. Oh I'm sorry is that racists because they all buy from different companies and not directly from the CCP?

Or go and ask someone in the US about their strategy for REEs

1. That's what my entire first post was about....
2. Chinese companies, while discrete entities with their own agendas, all share similar geopolitical and cultural characteristics.
3. I've given an example of an Australian lithium supplier not having the floor price in their contract honoured. You've provided nothing to balance this evidence with european suppliers.
4. See point 2.

My entire initial point was geopolitical issues matter therefor offtakes from multiple COUNTRIES is important. (holy crap I did it again, lumped all those countries in together - *slaps wrist for being naughty racist*). I then gave some reasoning for this opinion.

Your point was that makes me racist, geopolitical issues DON'T matter and therefor all offtake to China is just as good as 2/3 to china 1/3 to Europe. You then gave no reasoning to support this opinion.
I disagree.

If everything continues along hunky-dory then maybe you're right it won't matter. But in business, MANAGING RISK IS IMPORTANT. part of managing risk is diversification.