Nobody has any clue tardey. Blinken and Yellen have accused China of overproduction and have initiated a trade war, but it remains to be seen how far companies will be forced to adhere to the rules, what rules? There are so many joint ventures already in place and BYD already in Spain and in other places throughout Europe, will have to listen again, this lecturer from an Australian university covered most of it. He hasn't gone in to natural graphite, and not either to military output, which will probably be a big part of the Chinese response.
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