[muzani]

Looking into this, this reinforces my predictions? I looked up the Ford F-150 Lightning and a quote catches my eye: "When the electric truck debuted in 2022, Russia had just invaded Ukraine, disrupting supplies of nickel, a key material in EV batteries."

Raw materials and cost is a big part of the Chinese dominance on EVs and it'll continue to be on that side of the political sphere.

Having to tariff China also emphasizes that they're gaining ground too quickly. They process about (over?) 80% of the major parts, so you can't fully tariff them either, only assembled cars or some parts.