Around 30% of AVZ is owned by China and all offtake’s are going to China and one of Trump’s main policy’s is destroying the ‘Green New Hoax’ by prioritising the use of fossil fuels again and there are people that think he will be our saviour. Sad.
Hi Carlos,
If Trump is elected, one advantage for America is his strong stance against China ripping off America. Therefore, this translates into him being committed to preventing China from influencing/controlling the lithium spot market at America's expense.
Trump has consistently positioned himself as a blocker when it comes to China, emphasizing a pragmatic approach. As he put it, “I’m not saying I’m going to stop it, but I’m going to make sure that we’re getting the best deal.” His focus is on ensuring that American interests come first.
While he hasn't outright rejected the potential of lithium, he has been clear about not over-promising at the expense of the American economy and the American people. As he famously said, “We’re going to win so much, you’re going to be amazed.”
This perspective could be beneficial in maintaining a competitive edge in the global lithium market for the American people and by default benefiting AVZ shareholders - Donald Trump doesnt like losing and in my opinion, this plays well for us.
Just my thoughts,
SilentOne.