I would not sing for China in many things, but for EV, why?
Where would the Li mining go and who would pay if not China at present? People may say they go to USA & Euro, serious? When will the EV lines get as big as China elsewhere and who to do that and how long it takes? Will 80% existing Li miners get closed until then? Not sure.
Emotion is emotion, fact is fact, we as investors mind the business.
I would not sing for China in many things, but for EV, why?...
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