It's a bit interesting because the American business model is about driving costs out of supply, all the way through the supply chain, and in times of commodity cycles, driving that cost out means going towards the lowest-cost provider, and that is China half of the time. How do we get a North American supply chain in critical minerals that will buffer that tendency to drive costs to the lowest-cost provider?
On April 22nd, 2021. See this statement in context.