Trump is kinda on the same page as Putin and Putin wants to keep his Oil and Gas export machine to keep pumping
so Biden’s tax credit for EVs in US likely to canned
All green energy targets and assistance canned
Environmental controls relaxed including oil and gas exploration
Syrah might still be a winner IF Trump triggers massive immediate Tarrifs on Chinese EVs and Chinese supply chain imports including Graphite and other green materials
Will global conflict erupt and disrupt EV demand
Is Mozambique secure for Balama now with the latest political conflict. Wagner group apparently now operates in Mozam
Overall, for an EV/Green/Critical Minerals stock. Syrah may withstand if Tesla are keen to complete the partnership with Syrah
Others are going to feel the pain I can imagine
SYR Price at posting:
30.0¢ Sentiment: None Disclosure: Held
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