While I don't agree with the level the whole idea is the supply chain for USA is via the USA. It's a transfer of manufacturer location. Not sure why it's being seen as a hit to carbonate. In fact it will be good for us because the USA will source it's giga factory supply through Argentina.
I can understand spod being affected but we are already in the cycle where brine is king. /shrug.
We were never gong to sell to China and now a supply chain to USA is becoming more likely by the day.
imo
dyor
While I don't agree with the level the whole idea is the...
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