I was honestly 99% convinced that the US market was not going to be that interested in Australian Graphite.
It is certainly an interesting turn of events that Natural Graphite is exempt from the recently imposed Tariffs from the US. In hindsight it makes a lot of sense, the US doesn't want to paint themselves into a corner if they can avoid it, especially considering they have no capacity to develop it on their own in the short term.
With all of that said, I am certainly more open to the idea that the US might play a major role in RNUs future. With that prospect on the table, I am also sure that this will spur further more serious consideration to other players Graphite needs.
2025 is turning out to be an interesting one for RNU (and other Critical Mineral companies). My hope is that DC can capitalize on this with more progress updates in the coming months.
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