....lithium can remain more China-centric that you can be comfortable with.
A few more remarkable details:
• The explosive climb is unprecedented in 100 years of automotive history, moving from 1M exports in 2020 to 6M (f) this year.
• Global automakers are shipping from China, too. Tesla, GM, Ford, Hyundai, VW, BMW, Smart, Stellantis all making China a manufacturing base for the world.
• China is now the number one supplier of cars to Mexico.
• 4 of the 5 best selling Chevys sold in Mexico this year are Chevys made in China by the SAIC-GM JV. SAIC gets half the profits.
https://x.com/dunne_insights/status/1814037457215816191
https://x.com/Brad_Setser/status/1813976671462281277
....lithium can remain more China-centric that you can be...
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