From what I've been seeing on various feeds, the No. of battery factories planned World-wide is substantial - I wonder how many of them have secured reliable supply commitments?
There's so much speculation, complicated by China's economic approach to the Lithium supply chain which potentially corrupts reality?
I suspect Bidenomics is yet to be fully understood and the impact it may prove to play on where investment in the ESG sector evolves as US & it's affiliates move to become closer to self-sufficiency! China has stolen the lead! China's chest beating is scarring the pigeons & many appear to be fleeing - how might such activity play out for ESG product "Made in Argentina"!?
Will Bidenomics encourage others to follow during this once in a lifetime/s transition to ESG that may dwarf the "Industrial Revolution of Yester-year!"?
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