there's 2 trains of thought here , the popularist US...

there's 2 trains of thought here , the popularist US version which you can see in the rebuttals to your post and of course your post , I was with you but I have softened a little , Wednesday's inclusion in U ETF had me softening a little more toward the US theme , but make no mistake I believe you are right China still has a part to play and it no where near as POLARISED as others are eluding to . There's a common ground here mark my words China holds 80% of global cathode production the US will gain some of this over time but not with out including China strategically in the process AIMHO GLTAH TT