Member Info for jimb2

Https://www.ft.com/content/18b3d51d-1e4b-4189-bae2-c31248b6526b

100% tariff on BRICs Trump the clown,

Ouch, sound familiar:

Bolivia has signed a major $1 billion contract with China's CBC Investments to build two lithium carbonate plants in the Uyuni salt flats. The plants will produce 35,000 metric tons annually, with Bolivia's state company YLB maintaining 51% ownership. This agreement marks a significant step for Bolivia, which holds the world's largest lithium reserves but has struggled to develop them. The deal has raised concerns in the United States about China's growing influence, as Chinese companies already control most of the global lithium battery production and processing market.

Https://jordantimes.com/news/business/bolivia-announces-1b-deal-china-build-lithium-plants

Bolivia announces $1b deal with China to build lithium plants

LA PAZ — Bolivia said Tuesday it had signed a $1 billion deal with China's CBC, a subsidiary of the world's largest lithium battery producer CATL, to build two lithium carbonate production plants in the country's southwest.

I do wonder how long Mexico will sit on the fence with the SA countries they were collaborating with on developing a lithium industry are open to private investment.

Https://www.riotimesonline.com/sheinbaum-says-byds-plan-to-build-a-plant-in-mexico-remains-uncertain/

The situation has become more complex with Donald Trump’s election and his threat of tariffs. Mexico now faces a delicate balancing act. The country needs foreign investments to boost economic growth.

See how Trump's tariff antics impact the relationship with Mexico so far living up to expectations -

Nothing shows any serious intent to have a lithium industry,

https://mexicobusiness.news/mining/news/2025-pef-funding-litiomx-remains-insufficient

@Bannor,

I'm not so sure Europe will have the demand for lithium, follow the Chinese as the US and Europe are going through the Kodak phase of denial - ' Disruption' Biden knew and launched the IRA and now that's becoming history: China will grow and grow with EV's and new tech in other regions.

DFS mid 2025,

And the orange clown is delivering the chaos as anticipated:

https://www.youtube.com/watch?v=0_2c9Om0v6Y

All bodes well for our interests in Mexico and Brazil, I'm not sure he realises he is giving both a Trump card to trade more with China over the US - Doh!

Https://www.agweb.com/markets/pro-farmer-analysis/brazil-china-sign-wide-ranging-deals-including-agricultural-products

Brazil, China Sign Wide-Ranging Deals, Including Agricultural Products

Brazil and China signed 37 deals covering agriculture, tech cooperation, trade and investments, infrastructure, industry,

energy and mining, among other areas.

These groups will have a two-month deadline to identify priority Brazilian projects eligible for belt and road financing.

There's plenty of news in the last week on China strengthening relationship with Brazil and investments, take ten minutes to search,

That's encouraging @Bannor, for once are geopolitics on our side ? that was signed 20th November, Trump's policies are creating a deeper tie with China a SA countries, I also expect Sheinbaum to have a tough time with Trump and Trudeau over coming weeks.

Https://www.gov.br/planalto/en/latest-news/2024/11/brazil-and-china-expand-bilateral-relations-during-state-visit-by-president-xi-jinping

Https://www.agweb.com/markets/pro-farmer-analysis/brazil-china-sign-wide-ranging-deals-including-agricultural-products

Brazil decided last month not to join China’s Belt and Road Initiative (BRI), citing concerns about potential repercussions for its relationship with Washington. But Brazil signed a protocol with China regarding “synergies” related to BRI, China’s overseas infrastructure investment strategy and Xi’s signature foreign policy plan, launched in 2013. The two leaders also announced the formation of two task forces dedicated to financial cooperation and productive, sustainable development. These groups will have a two-month deadline to identify priority Brazilian projects eligible for belt and road financing.

Four years of Trump ahead,

In meeting with Mexican President Claudia Sheinbaum Pardo on Monday, Xi said that China and Mexico should continue to enhance exchanges, renew friendship, make good use of the highly complementary nature of the two economies, constantly advance practical cooperation and push for all-round development of bilateral relations in the new era.

Xi once again congratulated Sheinbaum on becoming the first female president in the history of Mexico, and recalled his visit to Mexico in 2013, which he said had left a deep and unforgettable impression.

Highlighting the two countries' time-honored traditional friendship, Xi said China and Mexico share similar views and ideas on many international issues, and both countries advocate a universally beneficial and inclusive economic globalization.

https://kalkinemedia.com/news/prnews/global-times-xis-meetings-with-other-leaders-demonstrate-worlds-perception-of-china-as-force-of-stability-promoter-of-development

BRICS will grow - AMAPA and the railroad might become even more attractive.

Good article, spells out the dilemma Sheinbaum is in, Trump has already said the US EV subsidy will go $7500 and regardless of the clown (worlds richest man) who has joined him as the sidekick Trump is 100% anti EV:

https://www.bnnbloomberg.ca/business/international/2024/11/17/sheinbaums-mexico-is-ground-zero-for-trumps-threatened-trade-war/

Trump will tear Sheinbaum to pieces, IMHO

Maybe we going to be reduced to BRICS nations for investment or sell off after the US election?

I can see the relationship with Trump and Mexico see Mexico strengthening trade with China and with China slowing down EV investment in Europe they will want to further expand in SA.

There's plenty of solar investment in SA where battery storage will be needed at scale.

China has disrupted the car industry!

Positive trend:

https://www.bnamericas.com/en/analysis/mexico-mining-projects-move-forward-despite-legal-uncertainty

My spell checker is AI,

J_ AI_l for Trump, he will rip Sheinbaum to pieces and humiliate her.