What does China stimulus mean for battery raw materials?
The early days of September saw a major step change from the Chinese government as it finally announced a raft of fiscal measures to support the property market and the equity markets. While many in the mining world got very excited about these moves by the Chinese government, we’re not convinced that the measures will have too much of a real-world effect across the materials complex, but we do believe that they have the potential to have an effect in the battery raw materials complex. This stimulus was very different from the traditional Chinese stimuli of the past 20 years...
Topics
Battery Raw Materials
Cash for clunkers
China
Consumption
Demand
EVs
FAI
Lithium
Stimulus
