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Trump's NEW 93.5% Tesla Battery Tariffs [Reality Explained]
Jul 18, 2025
The creator discusses potential US tariffs on Chinese battery materials, focusing on graphite, nickel, and cobalt. While graphite tariffs are unlikely to significantly impact Tesla due to low per-pack cost, nickel and cobalt tariffs could add substantial cost and potentially reduce margins. The creator also touches on Tesla's various battery chemistries and its efforts in domestic 4680 cell production.
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