RE:Syrah's VoidCommoner,
"Syrah Technologies was selected for the 48C Tax Credit from more than 350 applications for the second US$6 billion round of the 48C tax credit program under the IRA and based on DOE’s recommendation."
That text right there says it all...Syrah being selected for that financial support screams how badly the US believes China is going to retaliate from Trump's soon to be announced tariffs...there is no other mineral so vital to industry and military that China controls the lion share of...
and again, no mine...no product, no supply, no Syrah.
The US is willing to throw money at anything that is realistically a near term possibility at supply...they are preparing for China's response re graphite.
Do your own DD...