i has a feeling that the tariffs would be introduced when they...

i has a feeling that the tariffs would be introduced when they pushed out the exclusions until 2027, will see it when I believe it.

Tariffs are likely to have a significant impact over the short and medium term. They will have a big impact on offtake agreements (pricing) and will mean OEMs have to get serious -- depending on the tariff amount. Much needed in my opinion. We aren't privvy to commercial discussions but the fact the whole industry are crying out for them, including Chris Burns, suggest they are likely to help these discussions and it's not hard to see why.