in case missed last night. If you can take China at their word they are finally curbing some lithium capacity particularly in the lower quality segments. Will be interesting to see if this expands into other areas of the China supply battery complex.
https://www.reuters.com/markets/commodities/china-regulate-lithium-ion-battery-industry-amid-fast-expansion-2024-06-19/
in case missed last night. If you can take China at their word...
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