Despite the overwhelming negative news on Trump potentially...

Despite the overwhelming negative news on Trump potentially removing subsidies for US EV buyers, the recommendations you've highlighted perhaps show the incoming administration has a more nuanced view of the entire supply chain.
The IRA to date has been (overly IMO) focussed on the downstream end of the transition - EV and cell factories, with less attention to mid stream chemical facilities and then further back upstream mineral/mine loans/subsidies etc are rarely in the headlines.
Outside of LAC's Thacker Pass US2.6B DoE loan, I'm unsure of too many mine-focussed big ticket items.
With Mally alerting us to the deteriorating situation in Mozambique, watch out if #47 fast tracks the 2026 graphite tarrifs and/or increases them.
Add in EU Battery Pass kickoff, and then synthetic starts to impact cell ESG ratings.
RNU's LCA figures look very good in this regard and will be a factor in offtake support IMO.
Stay strong folks!