Electric dreams turn into a nightmare for battery metals: Andy Home

Contributing sentiments towards policy:

58% : China, the report said, "uses price controls, vertical integration, and substantial barriers to entry to preclude competition".
36% : German new-energy vehicle sales have slumped this year after subsidies were abruptly removed at the end of 2023.U.S. subsidies could go next year if Donald Trump makes good on his threat to roll back the Biden administration's EV policy.
17% : Trump 2.0 is likely to crank up the Biden administration's combination of federal spending and tariffs on Chinese metals.
15% : Joe Biden and Donald Trump may disagree on electric vehicles but there is remarkable bipartisan agreement on the need to build domestic battery metal capacity and loosen China's grip on the global supply chain.

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