@Rapstar beat me to it.
This is potentially the most significant moment for graphite in the last 24 months, and helps demonstrate why the west needs to establish supply outside of mainland China. I no longer think this is/will be a supply issue like many predict (China have demonstrated how quickly they can get their anode factories up and running) but this is plain and simply a national security risk.
I imagine Talga, Novonix, Syrah and co will be licking their lips having seen some of these reports come out. It has been a difficult year for anode suppliers over the last 12 months so some respite is well deserved.
I wonder if the US tariff will resume in early 2024... I don't think the EU one will be far away either.