Vietnam was knocked back by the US as having sufficiently progressed toward becoming considered as a market economy this year under their previous leadership. Both the US and Vietnam have since made very good progress toward upgrading their partnership so soon I believe their nickel may become IRA compliant. With the new leadership there may be catalysts for change and US companies are now involved in the Vietnamese rare earths industry so they are becoming closer. Of course the US election may change everything IRA related. BSX should strike hard now.
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