Great documentary on 4 corners a couple of nights ago explaining the china shock and incoming shock relative to EV, solar and batteries. Bit of explanation as to way EU and USA are trying to counter it and the IRA. Looking at US companies smashed into bankruptcy by China and how significant they are to US jobs and accompany being bailed out by IRA I didn’t like our chance of cutting the mustard.
FUTURE POTENTIAL V4, page-222
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