Striking chart on U.S. critical mineral supplies:

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I feel most people still don’t understand the sheer dominance of China in this area. Second place is maybe 5% of pie.

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That was certainly the approach the Biden administration took by subsiding minerals in free trade agreement partners as if the mining was domestic.

Ni Co and graphite aren’t going to happen anytime soon…

Seems global trade and partnerships might be important after all..