Very much agree it is put up or shut up time for the west in terms of actually demonstrating how critical they actually view critical minerals to be. China has geniously real-politicked its way into cornering the market on commodities and now the west is - 15 years too late - finally realizing what’s happening and that they might not like the outcomes as geopolitical tensions rise. I really believe we’re at an inflection point - either the west forces a domestic market into being in some way for graphite, lithium, nickel, etc. to ensure domestic/friendly supply or they roll over and die and in so doing let western commodities die for a generation. Which I just can’t see that being oer ittrd to happen. Based on strong words and strengthening actions from western governments I believe there will be actions taken. But then I also believe the same think about nickel so I obviously have a particular interpretation.
ITM Price at posting:
7.7¢ Sentiment: Buy Disclosure: Held
