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Forgot to add - He says legacy OEM's might hide behind tariffs...

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    Forgot to add - He says legacy OEM's might hide behind tariffs and subsidies etc. I've taken it a step further

    In the West, large battery and EV manufacturing facilities don't start coming online until 2024. Limit graphite and the Chinese can limit production which give Chinese EV producers a free run at conquering the RoW market. Limiting production also reduces economy of scale which western legacy OEM's were hoping for to compete.
 
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