Northern Graphite Corp V.NGC

The graphite fight: US tariffs trigger race to build non-Chi

[markenurh]

“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

[youknowwhat]

It expires at beginning of 2027 not end. Likely will be extended.

[1student]

markenurh, I'll preface my commentary below by stating much like China's current dominance over the process manufacturing of and export of very roughly 90% battery material components globally, there was a time when for the longest while Russia seemed to have the oil and gas energy needs of larger economies whithin Europe neatly commandeered - just as China had quite easily