RE:Lets all remember to not get too lost in the weeds....Gdome,
You spelled out plenty of reasons why the u.s. will be hurting for graphite and related materials as
well as Trumps proposed solutions.
At the end you mentioned the possibility of an alternate scenario..
The saying 'Keep what you've got until you get what you want' may apply here.
IMO, Trump will play ball with China and maintain the status quo.