Battery chemistry has once again come into the spotlight, largely thanks to Tesla, which has dramatically pivoted from its position of removing cobalt from its batteries, to becoming one of Glencore’s largest cobalt customers, signing a long term agreement to source 6,000t of cobalt per year from the miner.

While China’s economy expanded 4.5% in the March quarter, boosted by its reopening, recent signs suggest the revival is ebbing. The property boom and government overinvestment that fuelled growth for more than a decade have ended. Enormous debts are crippling households and local governments. The big hope of consumer-led growth remains out of reach.

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