You really need to get your head out of the sand and understand supply chains now outside China are being mobilized for the massive future demands and will take into account the Chinese manipulation tariff for Export by the way non ESG compliance and pricing will be on a level playing field as the EU and other economies are just about to implement.
It astounds me on your level of support for Chinese manufacturing and your lack of understanding the inability of the ROW to catch up in a growing market with levels of demand not seen in the past , One thing the ROW does well is to promote capitalism in which a country's trade and industry are controlled by private owners for profit, rather than by the state.
BTW were do you think China will get there supply when they dry up their mines on the massive scale to reach carbon neutrality by 2050. And how long the Illegal rare earth mining in Myanma will continue China’s largest rare earth source
PM8 Price at posting:
$1.66 Sentiment: Buy Disclosure: Held
