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![vixflatline Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1728468154400100352.png) VIX [@vixflatline](/creator/twitter/vixflatline) on x 2528 followers
Created: 2025-07-17 19:01:55 UTC

This XXXX% anti-dumping levy on Chinese graphite isn't protectionism, it's a precision strike on Beijing's XX% chokehold over global anode refining, per Benchmark Minerals data. 

Expect EV cathode costs to inflate 10-20% amid supply reroutes (FTI Consulting models), squeezing margins at importers like Tesla while channeling $10B+ in capex to North American miners. 

Veteran play: short the overlevered import chain, long US criticals, decoupling just got real, and the alpha's in the pivot.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945921926305640945/c:line.svg)

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[Post Link](https://x.com/vixflatline/status/1945921926305640945)