In this episode, Erik Olson, President of Venn Strategies and Spokesperson for the North American Graphite Alliance (NAGA), discusses the landmark trade case filed by U.S. graphite producers against Chinese imports. Erik shares insights into the proposed 920% tariffs on Chinese graphite and the potential implications for the U.S. graphite industry, EV manufacturers, and global supply chains. We also explore the challenges of reducing dependency on Chinese graphite and what this case means for the future of the graphite market.

Published 19 December 2024

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