My reading of the supply chain is that China still is and will remain for some time the "main" destination for spod and investment rewards and why not?. Yes Posco + PLS + CXL + Other Nations when it happens??? but dont ignore where we currently and want (need) to send our eggs to market and "hope" (there is that bl..dy word again) that those idiots with "the 1939 pig iron bob syndrome" poking the rather large dragon every day with useless "wanna fight in the sand pit do ya" and "spoil my weekends" signals get some sense and shut their lose mouths and show true diplomacy. History makes great learning. All IMO.
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