It might, but which companies in the US are ready make the batteries and which industries will they feed in the US? With the current t rump uncertainty, which downstream US manufacturer could be prepared to sign BOA's when they don't even know where they'll be demand wise. Consider that the US effectively killed incentives for E.V's; unless the local populace decides to take them up regardless cost differences. The whole point of the tariffs and IRA were to give the US manufactures oxygen to get their industry running and produce competitively priced products, that oxygen has just been cut off by trup.
The biggest questions re the US now is what happens with all the money spent on gigafactories and, will Americans have a demand for EVs and battery storage systems? As for BES, how does that play into their nuclear plans and would it be needed with their drill baby drill fossil fuel fcuk the planet mentality?
I'll be bluntly honest in saying I'm extremely uncertain now for Aussie produced graphite and it's ability to compete with Africa which seems to be where the US are aiming for their supply. The only potential I'm seeing is Vietnam, Indonesia, Sth Korea and Japan.
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