This is a big positive for the EV industry outside China and in Canada.
https://www.goauto.com.au/news/honda/honda-signs-ev-mou-with-mitsubishi-nissan/2024-08-05/94497.html
I saw that 37% spod imported into China was below SC4.
This skews the spot spod price, no doubt from Zimbabwe, which would not pass any reputable OEM's ESG standards.
Spot Prices, page-888
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