That’s going to be really interesting, Tesla last year claimed there was no local supply & applied for a waiver from the 25% tariffs. Which are due to kick back in next year.
"As a result of Tesla's due diligence process for suppliers of artificial graphite, globally and in the United States, Tesla has concluded that no company in the United States is currently capable of producing artificial graphite to the required specifications and capacity needed for Tesla's production," Tesla wrote.You could be spot on, I’ve seen different ratio figures quoted for the blend. My quote was from a natural graphite miner, was possibly slanted toward natural graphite.
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