my take is the same.
realistically natural graphite faired poorer than synthetic as the tariff moved from end of this month to 2026. I guess the reasoning is no USA based mines will be producing in that time frame.
Obviously Syrah is producing but the mine is not in the US.
Synthetic graphite was not mentioned because it remains the same.
attached is an extract of that report.
Ann: PowerCo and NOVONIX Enter Testing and Development Agreement, page-29
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