Resolves YES if the US graphite supply chain shift is evaluated to exceed 50 on a scale of 1-100 by March 22, 2026, based on the impact of US tariffs on Chinese graphite imports. The authoritative data source for resolution will be the US Department of Commerce's reports and relevant industry analyses. The threshold matters because the new tariffs, totaling approximately 220% on Chinese graphite anode material, are expected to significantly alter the competitive landscape, favoring North American producers like Graphite One. This shift is critical as it could lead to a more localized supply chain, reducing dependency on Chinese imports. The evaluation will consider the strategic advantage gained by domestic producers and the overall impact on supply chain dynamics.
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