I listened to a very deep dive interview a few months ago with a critical minerals mining analyst who explained that an area that no one is talking about is the massive dependence by the US military for the supply of graphite for their military application. (By intent for obvious reasons)
The most at risk raw materiel to the US military is natural graphite. It used in almost every single application.
If you think Trump is going to relax any measures designed to loosen Chinas dominant grip on supply of graphite then I think you will be disappointed. This is NOT just about EV's
10x
https://www.mining.com/graphites-war-fighting-capabilities/
"The amount of equipment used by the US military alone demonstrates a captive market for natural graphite. One source reported in 2018, the US government had roughly 440,000 vehicles, 780 strategic missiles, 278 combat ships and 14,000 aircraft. It notes a key market risk for the US defense sector is a material reliance on a geopolitical competitor that can create a shortage of natural graphite on a whim that would directly impede manufacturing of critical defense systems and equipment in the US."
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