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The State of Play in Battery Metals Episode 2 | Andy Home, Senior Metals Columnist, Thomson Reuters

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Navigating Battery Metals Market Turbulence

This chapter analyzes the recent fluctuations in the battery metals market, highlighting the transition from a booming landscape to a downturn affecting producers and investments. Discussions emphasize China's dominance in production and demand, along with the challenges faced by Western countries in establishing sustainable supply chains. The chapter also reflects on evolving consumer preferences, the impact of government subsidies, and the complexities of establishing new mines to ensure independence from Chinese supply.

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