Aug. 1 at 7:55 PM
$NVNXF $NVX $TSLA $SPCX As Tesla’s businesses increasingly overlap with SpaceX, defence, AI, robotics and critical infrastructure, Tesla has growing strategic reasons to reduce dependence on Chinese battery materials. Regardless of whether Tesla and SpaceX formally merge, U.S. policy, tariffs, export risk and national-security scrutiny are pushing Tesla toward more localized and traceable supply chains. This creates a potential opportunity for qualified domestic synthetic-graphite suppliers such as Novonix, especially in applications where performance, uptime and security justify a premium. Thoughts?