sounds easy to fix if you don’t have to send it to China to be converted. Oops. There’s the issue. Going to take time to build downstream capability elsewhere to not rely on China. Whiksy even told everyone it’s basically impossible outside of China
until Canada, US get it happening on a large scale China will dominate the narrative imo. Merge co might be owned by musk for peanuts soon to keep their own supply in-house. Who knows but there’s way more to play out yet.
SYA Price at posting:
2.5¢ Sentiment: Sell Disclosure: Held
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