The real winner was China. The destruction of Europe led to...

The real winner was China. The destruction of Europe led to Euro-centric occupations around the world crumpling, allowing the most dominant economy of the world for the last 2000 years (except last couple hundred years) to start its road back to being that. All roads lead to Peking, that's all that's happening right now. China, already the largest economy in terms of buying power, it will be the largest nominally within 5-8 years. Returning to exactly where it has been for most of the last 2000 years.

But RE demand will massively grow whether or not there is USA-China tensions. Its the material that drives almost all future technologies, which most people do not realize. China won't be able to keep up with demand in coming years, and that is why it's good for LYC.