The west need their own vertical supply chains.
There is one little word in which those who rely on China come crumbling down.
TAIWAN.
And if you are a western government trying to be part of the net zero battery market , all can not hinge on the rigged or subsidised Lep lithium China to market flood OEM verticals.
you need your own battery home grown solution that is green through and through come what may of a China ring of steel.
the west need their own Spod market pricing mechanism that rewards supporting that guarantee of supply .
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