Unfortunately no preliminary findings from US DOC announced...

Unfortunately no preliminary findings from US DOC announced overnight - but likely to drop sometime this week.

While scratching about came across the following article (focused on Korean battery industry & likely implications on it from any US graphite controls/tariffs): 920% US tariff threat on Chinese graphite jolts Korean battery-makers - The Korea Herald

Key takeaway for me was it reiterated the likely separation in US government between broad country-level tarriffs versus industry specific like graphite where the US's own interests continue to be harmed by subisidised cheap Chinese product. Think we'll see this investigation (& the parallel dumping one) run their course, independent of the country-level tarriff negotiations, and lead to a far more level playing field with time.

The longer the US & Western OEM's can't wean themselves off the Chinese subsidized graphite teat - the more those companies & their host nations will end up in an increasingly vulnerable strategic position going forwards - only increasing China's power to leverage and wield its dominance of this critical industry for geopolitical purposes, using economic coercion and threats to cut off supply. All ones eggs in one basket so to speak...