"Currently there are no cathode plants in the US"
Where did you hear this? Thats wrong. The US can produce its on batteries. Not to the extent of China, Korea or Japan but they can make there own batteries from start to finish.
Source: https://www.usitc.gov/publications/332/journals/the_supply_chain_for_electric_vehicle_batteries.pdf
Page 3 Table
Ann: Piedmont Lithium Receives Federal Permit to Develop Mine, page-17
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