How easily will Trump be able to scratch the 25% import levy on graphite from China and parts of the IRA?
He has been outspoken on his disapproval of establishing local EV supply chain manufacturing when it is much more economical to acquire EV products from China (or wherever the comparative advantage is).
There needs to be some consideration for how rapidly the western graphite landscape might change for the worse should he get in power (most likely will).
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