You might want to do a little more research on the China EV subsidies part. The EV subsidy cuts are not as simple as you have made it out to be and the actual outcome will focus Lithium demand towards higher quality product (like GXY produces).
But I will let you DYOR, and on this topic, I hope others do as well.
Lookup China's ICE lottery and exactly what China is looking to achieve with these cuts as well as how the two combined is actually a massive win for the likes of Galaxy.
GXY Price at posting:
$2.76 Sentiment: Buy Disclosure: Held