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Wednesday, 01/03/2024 9:36:19 PM

Wednesday, January 03, 2024 9:36:19 PM

Post# of 1498
US_sourcing 56%_of its_lithium imports_from FTA_nations
and Chile is sitting FTA-pretty in the number 1 spot as China lithium (ie non FTA sanctioned) is pushed further/harder out economically of the EV market in the USA https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/metals/010324-us-ev-policy-likely-to-give-free-trade-agreement-nations-a-lift

Is Tianqi or LG or Eramet quietly/sneakily getting ready to make their wide end-run around Lame Duck Gabby Boric and lock up some Chilean greenfield low-contaminant high-quality lithium land in 2024 to sit on until the Right-Wing returns to power in March 2026? https://www.bnnbloomberg.ca/tianqi-lg-eramet-explore-lithium-options-in-chile-meetings-1.2017485

Close your eyes for a moment. Now imagine how much newly-energized right-wing money will be pouring out of neighboring/prospering Argentina in the last half of 2025 into Chile to support Chile Vamos & the Republicans in the presidential election (to overwhelmingly defeat Bachelet)... ditto for Elon Musk... ditto for the South Koreans in LG... ditto for the anti-mainland Hong-Kong faction supporting Tianqi... ditto for the froggies at Eramet.

The Doctor

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