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Scenario Analysis: U.S. tariffs on Chinese graphite anodes hit 80% in...

Market Analysis all-assets no-horizon
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Description: U.S. tariffs on Chinese graphite anodes hit 80% in 2025, spiking battery costs 25% as LFP supply chains falter. Western EV makers shift to pricier NMC, cutting output 15%. Mining stocks in Australia surge briefly, but industrial slowdowns drag markets down.

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