"There's just not enough raw material (ie graphite) locally to support the supply chain in the next few years. It'd be interesting to see what the govt roll out in the short term to support the onshoring of supply chain"
There is no supply shortage of raw materials. Phillips 66 and SYR have oodles. The road block has been funding the construction of AAM manufacturing plants.
Media Watch - NVX related, page-13949
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