Have you taken into account the rare minerals involved in making those batteries and the U.S.s current fight with China that just retaliated by banning export of them to us?
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Have you taken into account the rare minerals involved in making those batteries and the U.S.s current fight with China that just retaliated by banning export of them to us?
So China is not going to export to its biggest customer? That is like the debt ceiling nonsense and people saying the US might default. Politicians limiting their spending? Was never going to happen.
Like always, geopolitics ebbs and flows. If Xi has another leg lower economically, he could have a revolution on his hands. He might have that anyway. But you do bring up a valid point about the supply chain.
And how we have to alter that. There is one solution...start construction as a massive pace. And that is something companies and the gov't have to look at. The latter there isnt much hope for but companies have an opportunity.