[themaninthedark]

The bigger question is what will the US do if China decides to take the same action wrt EV batteries?

[nine_k]

On one hand, e.g. Tesla make their batteries on the US soil, in Nevada. OTOH they don't make the batteries from the US soil, with more than half of the lithium coming from China.

I'd expect a Tesla Gigamine then, somewhere near the recently discovered giant lithium deposit in Arkansas. Drones could use some of that, too.