At the moment Korean and Japanese Anode Producers (and anyone else...) cannot compete with the Chinese due to the strong Gov subsidies the Chinese producers receive, and the very low environmental considerations Chinese Producers have to adhere to compared to Western Producers.
US tariffs will have no direct effect on Sth Korean production costs as such but will make Western producers more cost competitive by cutting out the cheap China Graphite...I have no doubt that the EU will follow soon otherwise very large portions of their Industrial and Energy sectors will shut down...so regardless of how much it will cost, the West cannot afford not to act, Geopolitical risk and 100% dependency on China will trump any opposing sides in the West which don't want to spend the money but prefer to be connected to the Chinese lifeline.
Tariffs on China Graphite will also make sure new projects such as Epanko and EGR Purification Plants are even more cost competitive and will also make the recycling of Black Mass very lucrative ... all of which will generate even greater revenues for their investors.
The perfect storm is gathering whilst we continue the journey to my $2 target.
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