Actually, that's a pretty good summary. The CCP is ruthless in this game and such extends to lithium, nickel, rare earths etc. It has been extended a massive advantage by the ICCP so, in my opinion, this game has another 6 years in it (at a minimum).
Essentially, we have China massively increasing its co2 emissions apparently (we are told) to save the planet from co2 emissions. In fact, the West is not serious in countering the CCP as it has bent the knee at the altar of the ICCP. Ultimately, this is all basic economics and I'm not convinced that the CCP will run out of dough. It can always sell its US bond holdings. GLTAH Keith
liquidation looming, page-6
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