Ann: Clarification regarding Tesla offtake agreement, page-107

Good read here . Europe realizing ...."Houston , we have a problem " ....and Houston ( Trump ) knows they have a problem as well !
Musk going back to the "factory floor " ...will be interesting to see what this does at Tesla !
https://www.mining-technology.com/features/europe-facing-harsh-truths-about-its-position-in-the-global-critical-minerals-race/?cf-view
Edit

China was an invisible presence at the summit, with its dominance over critical minerals and rare earth elements (REEs) underscored by many speakers. In the session ‘Geopolitical Dynamics in Securing Europe’s Defence Supply Chains’ on 14 May, director of DG Grow Joaquim Nunes de Almeida highlighted vulnerability in the graphite market, as 77% of all production and 97% of global anode output is controlled by China.

“We have 11 strategic projects on graphite, most of which, in order to be viable or bankable, have to show that they are competitive vis-a-vis the Chinese price, as this is what makes the market. What if China, once these projects start coming to fruition, floods the market with enormous amounts of graphite and tries to kill our projects?” de Almeida speculated.