https://insideevs.com/news/751505/america-ten-new-ev-plants-double-capacity/
so much uncertainty. I'm not sure any graphite company can compete with China. Korean battery giants all had huge losses. How do you play a Chinese victory in this battle? Tesla and Musk would happily burn Syrah to make a deal with Trump and CATL
https://insideevs.com/news/751505/america-ten-new-ev-plants-doubl...
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