Good points @Geenius!President Trump has now hit the tariff...

Good points @Geenius!
President Trump has now hit the tariff button, with 25% across the board for Canada (10% for 'energy products') and no exceptions:
https://www.wsj.com/politics/elections/trump-says-tariffs-are-coming-on-computer-chips-steel-and-more-cef9974c?mod=hp_lead_pos1
Noting there is a retaliatory clause if Canada or Mexico return serve. Jeepers!

One thing Trump is showing is he enjoys playing hardball, putting it all on the line.
Just like China has in the battery minerals space these past two decades:
https://www.mining.com/china-funnelled-57-billion-to-control-critical-mineral-supply-chain/
Time will tell whether he goes all in to protect critical industries and minerals, and assist the West play catch up.

Partnering up with a US company to fast track TECH - yep, GM should back their ESG play with QPM like Scania are doing with Northvolt:
https://www.reuters.com/business/autos-transportation/scania-tries-breathe-life-into-troubled-ev-battery-maker-northvolt-2025-01-31/

Mark Selby's latest Crux interview was just prior to Trumps tariff confirmation:
https://www.cruxinvestor.com/posts/nickel-demand-growth-as-new-investors-emerge-to-meet-strategic-critical-minerals-status
He makes the point that stainless steel production is exceeding analysts growth expectations this decade, and believes it still will.
He's just been in the Middle East and sees the region starting to direct funding to the energy transition, as well as being a heavy consumer of SS themselves, through such immense scale projects as Neom:
https://www.neom.com/en-us/regions/theline.
Closer to home, Pilbara Minerals has just completed an expansion of their Pilgangoora's mine's processing plant, a little smaller in scale to Neom, but still requiring 3,000 tonnes of steel:
https://www.pilbaraminerals.com.au/news-stories/p1000-achieves-first-ore/

Even closer to QPM home, best wishes to those suffering intense weather at present in Townsville.