You need to think deeper, much deeper.
The tariff by the USA confirms the worry that the West has about China. It has nothing to do with competitiveness to protect their industries, but all to do with National Security.
The USA and ultimately the West as a whole, do not want countless cheap Chinese cars running on their roads, with 35 camera's on it. This will be sent back to China and makes spies absolute, lol.
As Xi keeps shaking hands with Putin, Kim, and other anti West leaders the more distance the West will take. This is certainly occurring right now.
EV's are nothing without LIT. Most LIT comes from Australia and therefore will be safeguarded by the West and FUNDED by the West for the West only. As I suspect that all Chinese EV's will ultimately be banned in the West. They will be manufactured in Korea, Japan and other friendly nations.
There fore LTR is uniquely positioned to supply these countries with its raw materials and nothing will have a Chinese stamp on it. AIMO.
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