From the above article, the tariff waiver being lifted would be...

From the above article, the tariff waiver being lifted would be a huge boost.


"China has the ability to continue to oversupply the market and drive the price down, then it's going to inhibit the investments here locally, which ... pushes out the date for when we can start to have enough material here in the US to support local demand," Chris Burns, CEO of NOVONIX Ltd., a North American producer of synthetic graphite, told S&P Global Commodity Insights.

"Policies like the tariffs, which are going to impact commercial discussions of direct supply agreements, become almost more impactful than capital injections through things like the Inflation Reduction Act," Burns said.