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Sprott Energy Transition Materials Monthly 6/7/2023

The West Moves to Weaken China's Hold

By Paul Wong and Jacob White

Lithium and lithium miners, which staged a sharp rebound rally, were the postive exception in May for critical minerals. The sector was weighed down by China's faltering recovery, ongoing global growth concerns and the U.S. debt ceiling drama. China’s dominance in critical minerals poses risks to the West’s manufacturing base and national security, highlighting the need for onshoring and friend-shoring energy transition supply chains.

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New & Noteworthy

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