“For more immediate value uplift from government incentives and policy interventions, the two standouts of late have been Joe Biden’s wall of tariff increases on critical minerals and his signing of a ban on enriched uranium from Russia.
Macquarie had a run through of the US tariff increases and came away with the clear conclusion that long-unloved graphite (the anode side of batteries) was a clear winner.
The tariff rate on natural graphite – and it has to be natural, not the filthy synthetic stuff in which China specialises – will be set at 25% in 2026 from the current zero protection level. Macquarie reckons it could directly increases prices.”
From live wire
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