This is almost funny. You've had years to secure supply ex China and help key parts of the chain do that. They have provided no assistance to anyone, no JVs, no financing, no key offtakes to build towards -- tough luck in short. All of a sudden the US are turning the tap a little quicker than they anticipated. I have no sympathy for them and other OEMs across the world, who chose Chinese graphite because it was easy and cheaper, without a care in the world for ESG.
The only thing that won't make this funny is if the US buckle under the pressure. That would be catastrophic for businesses in the US and elsewhere doing their best to stand up and establish supply onshore, despite very little help from others.
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This is almost funny. You've had years to secure supply ex China...
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