What was I saying about Japanese import prices? Luckily I don't believe we were going to have much to do with China anyway. Milei winning would also totally kill off any talk of nationalizing lithium, as slim a chance as it is now:
"Last year he expressed dismay on social networks at talk of nationalizing the metal, needed for the global energy transition, or meddling in supplies and prices through a pact with South American neighbors."
Milei has also touted ditching the peso for the US dollar.
"His devotion to free markets would no doubt mean less direct state support for a local battery industry — relying instead on tax cuts and more lax labor laws to promote value-added manufacturing in Argentina."
"He also mentions promoting investments in oil and lithium. But by minimizing state involvement, his approach would upend how Argentina had already been going about that."
What would Argentina boycotting China look like in the lithium space?
"In 2022, the main destination for Argentinian lithium exports was China -- 41.5% of total sales abroad -- followed by Japan at 30.7%, South Korea 12.8% and the US 9%"
https://au.finance.yahoo.com/news/free-marketeer-leading-argentine-election-173505726.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAADv-S5CEDnho_CoI37eV3yHJiqBEu_q1sPtoVH5TWHPE7Ag3Mj6ZOm5gAJgK6-QDB88WwkOf7cRpi1rj7hiVXq2KX0VP_mXCJrm_m-sarPWxQW8HLkx1oXNlplN7D--WFuuVEU0IZsZ18PGN7MLeJPLeSZqUb4cjrX3sjI-XtrkI
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