Chen Jinghe was not long out of university when a government official handed him the assignment that would change his life.

But Zijin is emblematic of a coterie of Chinese companies — both private and state-owned — changing the global metals landscape by generating a wave of mine supply ... ask me if China could ...

In short, the west will need to provide the conditions to invest in battery metals and downstream industries ... "Manganese sulphate, or HPMSM, supply is over 90% Chinese right now.

including in nickel and cobalt That means supply chains are fragile and prone to shocks Benchmark still expects major demand growth for battery metals despite near term oversupply OPECs of battery ...