..everywhere else is late to the party.
..but everywhere else would supply to their own.
..we don't have anywhere to supply our own.
Share of key battery metals controlled by China...
-Cobalt: 75% -Lithium: 67% -Nickel: 58%
https://x.com/charliebilello/status/1792908460792701181
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EV/Lithium, page-394
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