RE:would US tarrifs affect NKL?The question is :"have they nickel mine and enough for us?".
Also, don't forget that Trump has won also thanks to his new best friend Elon Musk. Elon Musk isn't a patriot he will push his budget.
He needs Nickel (and perhaps cobalt or Scandium for SpaceX). Trump will, for sure, consider it.
The big question is also what will be the impact on the green trend.