Suspect Trump will handle this very different than Biden who the OEMs ran rings around with the 2 year delay to IRA non-FEOC sourcing of graphite for the sake of saving them a few dollars in the short term.
Time to wake up - China to show the US just how vulnerable it is on graphite and especially spherical graphite.
All that quiet progressing of qualification processes from Vidalia should put us in an excellent position to move quickly if US gets its policy settings right after realising how incredibly vulnerable it is on this front.
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