Another vastly superior article to anything out there -independent, nuanced ,balanced ,informed with data rather than opinion in a very opaque market which is in fact controlling the energy transition.
It’s pump priming and shocking other sectors and will need stupendous amounts of lithium even faster than any US bank ‘analysis’ will guess at.
https://www.carbonbrief.org/qa-the-global-trade-war-over-chinas-booming-ev-industry/
WR1 General Discussion, page-32551
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