I think Trump is often full of it, and I have generally been a detractor, but in this China trade case, I hope the rest of the world joins in, as he is totally right.
Anyway ORE would be one of the strategically stronger Li producers. The weakest are probably PLS , and AJM, as they are dependent on China Inc, and TAW is slightly less bad with a HK middleman prior to China Inc. Also PLS, AJM, GXY and TAW are sending 6% spod overseas, which is not very efficient. GXY has a better deal with Mitsubishi as a big middle man not being China based. MIN is stronger as they are moving towards upgrading the ore.
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