While the world waits, with bated breath, to see who will strike next in what many have dubbed a “trade war” between the United States and a host of other countries, most notably China, members of the EU, and its NAFTA partners, Canada and Mexico, and while investors in the “electric revolution” (electric vehicles, battery metals, energy storage, etc.) appear to be obsessed with where lithium and cobalt supplies are coming from, how soon, and in what amounts, one major development, which should have every such investor’s full attention, has seemingly flown completely beneath their radar.

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