Chinese stimulus must be spent by year end. Subsidies for new energy and gas cars doubled . New Energy make up around 50% of car sales . Hybrid sales outselling full EV. Stimulus to be shared across other segments like appliances and manufacturers. . So how much extra lithium supply is this stimulus going to take out of the market ??.
https://www.cnbc.com/2024/07/25/china-to-use-ultra-long-bonds-for-consumption-as-retail-sales-slump.html
Chinese stimulus must be spent by year end. Subsidies for new...
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