read this in another article, provides some consolation i suppose...
To qualify for the two-year extension, automakers must show the government how they are beginning to reorient supply chains and document the origins of their graphite. And given how long it can take to reshape manufacturing processes, companies might start moving quickly to find more graphite sources outside China so they have EVs eligible for the tax credit in early 2027.
General Discussion, page-1189
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