The graphite fight: US tariffs trigger race to build non-Chi“Graphite has emerged as Washington’s ‘Achilles heel’ in its trade confrontation with Beijing . . . very few analysts believe non-Chinese companies will come close to replicating China’s graphite anode capacity by the time the US government’s IRA graphite waiver is due to expire at the end of 2027, meaning that either the waiver will have to be extended or few vehicles will qualify for the credits"
https://www.ft.com/content/9117e5e6-baf9-4bdf-8080-9aa019ef1bfc