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!
Despite the overwhelming negative news on Trump potentially...
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