Let's not forget that Elon Musk is reportedly meant to be donating $40+mil to Trump each week during his campaign. I don't think Elon would be doing this out of the goodness of his heart. He wants something in return, and I dare say that would be for Trump's policies to be beneficial to Tesla.
I'd suggest that Trumps stance on EV's will be more focussed on providing a competitive market in the US where US auto makers can compete against the Chinese brands. IMO, this will still require a lot of Lithium and probably at better pricing, which is a win for Latin.
In my view, the EV revolution can't be stopped and if Trump evens the playing field in one of the biggest auto markets in the world and curbs China's stranglehold on the EV supply chain, this can only be good for the price of Lithium and our shares.
All just my humble opinion of course. DYOR.
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