Tariffs- Global Analysis, page-5

Interesting article in the link: ( replace xxxxx with https)

xxxxx://cleantechnica.com/2025/04/05/china-just-turned-off-u-s-supplies-of-minerals-critical-for-defense-cleantech/amp/

While graphite is not included yet, but the summary below would apply. You would think that USA will do anything now to build their own supply chain of graphite and AAM:
"
But instead of building resilient supply chains, the U.S. chose to chase lowest-cost sourcing and pretend that critical materials would always be available like app updates or breakfast cereal. Now the reckoning is here, and it’s being administered by a country that understands resource leverage the way a tiger understands a sheep
"


let hope logic prevail here