Ready for Blast-off, page-24

while i do enjoy the enthusiasm and do think recent moves in short interest are noteworthy i do hold major concerns that the current USA administration will be able to move the needle regarding near term onshoring of the auto industry.

History suggests that politically there will be a pendulum swing against the incumbent at the midterms which will likely curb their ability to further enact legislation. If Trump doesn't try and buck the constitution he won't be running again and i suspect by that time the American consumer and business will have had a gutful of paying higher prices for imported goods and adjusting supply chains with no long term clarity due to tariffs.

Car plant manufacturing time line if everything went without any hiccups would be at least 5-6 years and that's assuming you have a trained workforce that's happy to work at wages that allow the companies to compete against China despite the tariffs. Precedent shows that the west cant compete with China on price or efficiency. Will consumers in western countries really be happy to pay more for a car just because it was made in the USA ?

Regarding a potential large increase to tariffs for China graphite exports it might be case of careful what you wish for. As i have said before the bottleneck in the supply chain lays in the processing. While this leaves Vidalia in a good position and would likely result in a rise in graphite prices, how are you going to build out EV and battery manufacturing to scale in the near term without access to China exports of battery ready material?