- Trump’s 25% tariffs on imported automobiles and parts, enacted under Section 232 in March 2025, are driving EV manufacturers like Volkswagen’s Audi to shift production to the U.S., with potential sites in Chattanooga, Tennessee, aligning with Trump’s goal to revive American manufacturing despite his criticism of EV technology.- Element 25’s Louisiana refinery for high-purity manganese sulphate monohydrate (HPMSM), secured in 2024 with Veolia, targets the growing demand for manganese-rich cathodes, which a 2025 UK study by Integrals Power shows can boost EV battery density by 20%, extending range while reducing reliance on scarce minerals like nickel and cobalt.- The shift to manganese-heavy cathodes, as noted in the post, supports U.S. EV production by providing a domestic supply chain for battery materials, a strategic move backed by GM’s $85M investment in E25’s project, highlighting a broader trend of reshoring critical industries amid global trade tensions.
E25 Price at posting:
24.5¢ Sentiment: Buy Disclosure: Held
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