The US Govt has announced it is not extending the tariff exemption for graphite anodes for China. So from June 14, battery makers will be paying 25% more than they have been in recent years. This should in theory begin to incentivize development of Battery Anode material within the US as battery makers start to pivot their supply chain away from China.
https://www.fastmarkets.com/insights/us-to-end-tariff-exemption-on-chinese-graphite-anodes/
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