Global energy transition may cost +20% ($6tn) w/o China, but reducing dependency could be worth it. US+EU aim to secure domestic supply chains. Industries consider higher prices for non-Chinese minerals, w/ emerging "ex-China premium" market developing.
An ex-China premium, where suppliers having a choice of markets in which to sell their product is worth it, relative to the geopolitical risks associated with relying too heavily on China, and in my opinion, being very late to the party, anyways, what's 6 trill between friends.
This is just a thought experiment, but would would happen to China battery material prices if the US & EU were ready to receive feedstock from upstream suppliers today, given said choice of market in which to sell.
https://qz.com/enery-transition-without-china-costs-20-percent-more-1851251438
Good News & Bad News, page-39065
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