All geopolitics are leading to the inevitable decoupling of...

All geopolitics are leading to the inevitable decoupling of China from western countries. this anti globolization trend will cause disruptions to global supply chains as China is the dominant processor of many critical raw materials (85% of global graphite/anode in talga case).

The heightened tensions in geopolitics will only serve to speed up China's decoupling, and if China is crazy enough to supply lethal weapons to Russia, or decided to annex Taiwan, the massive wave of sanctions will result in dramatic reduction of its supply of processed materials (graphite/anode will be one of them). Who do you think will benefit?

Paying attention to macro trends is good, but we have to seperate the wheat from chaff.