- End products more expensive : I wouldn’t suggest $50 more on a $50,000 car would change any outcome.
- OEM turn to other products. Not happening, speak with any OEM to see the loss in weight, and power. This one is scare mongering.
- OEM set up in China: this is probably your worst. That’s what the entire western market is attempting to avoid. Considering ESG, slave labour and other supply issues; not to mention cars stuck on US docks for Chinese parts due to the above and also considering the lack of trust happening across the board..
Further any relationship with China, means loss of tariffs, grants, subsidies etc. Chinese premier just here in Oz complaining about their Lithium business not receiving production credits… why?
- Fake titanium…being used in planes… what next?
https://www.msn.com/en-au/news/australia/boeing-and-airbus-planes-constructed-with-fake-chinese-titanium/ar-BB1oeZqv?ocid=msedgdhp&pc=U531&cvid=fd2399a387c74963bd3aeffa71536b69&ei=17
News: LYC Rising demand for responsible rare earths is not lifting prices, says Lynas, page-28
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