EV Battery Supply Chain Shifts: Brazil Tariffs and Korean Deals

Brazil imported $5.2B in Chinese cars, then pushed carmakers to open local factories via tariffs. South Korean battery stocks surged on major supply deals: POSCO Future M's LFP cathode deal, Samsung SDI's all-solid-state battery timeline. Sila lands $1.4B Pentagon loan for silicon EV batteries. LFP cathode evolution: Epsilon CAM Gen 3.0 validation, LGES $4.3B deal with Lopal Tech for North American ESS. Washington commits $2B to domestic battery supply.