Given that less then 2 years ago the Chinese themselves announced graphite export controls, http://english.scio.gov.cn/m/pressroom/2023-10/20/content_116763338.htm I don't see why the sudden concern with "hurting American firms" https://www.globaltimes.cn/page/202507/1338669.shtml
I wonder how long it will take them to use the rare earths as a bargaining chip to reduce tariffs on graphite.
Syrah jumps +19% as graphite tariff threat spurs optimism down under, page-6
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| SYR (ASX) Chart |