Media Watch - NVX related, page-13941

This is where I disagree. Tariffs will help make it attractive for thoss that secure onshore anode in the meantime. Because it will be available in say the next 18 months, just not much of it. So in the case of Novonix and Syrah, that will have supply available during this time, this will be a key issue for them.

On the balance of it, while I think this move is a gut punch for those trying to establish onshore supply, I do think the extension makes sense, I just think it is too long (until 2027). Options are currently limited and will be for another 12 months. It is frustrating, because this is largely due to the OEMs not investing in onshore supply themselves and helping businesses like Novonix get operations up and running (bloody expensive).

i initially saw the news @Sy8 and facepalmed, don't get me wrong, but it might not all be despair until they announce what they are doing with the tariffs. Short to medium term, these will help make accessing onshore supply more appealing. Without them, there is nothing in place to hold OEMs to account. They might say "sure, we are working to have supply mechanisms set up by 2027. We can prove them by ongoing testing on product with bla bla". Is that good enough? I would suggest not. It can't be much cheaper for them to keep using Chinese supply because they will keep taking the piss, at least that is my view. I can't see how else they can incentivise those that are trying to establish supply and agreements ASAP.