What us stocks will be increased by new tarriffs on Chinese batteries?

It is unlikely that US stocks will be directly increased by new tariffs on Chinese batteries. The tariffs are intended to increase the cost of Chinese imports, which could negatively impact US companies that rely on Chinese battery materials. However, it is possible that some US stocks could benefit from the tariffs if they are able to increase their own domestic production or find alternative suppliers outside of China.

Here are a few US stocks that could potentially benefit from the new tariffs on Chinese batteries:

1. **Albemarle (ALB)**: Albemarle is a leading producer of lithium, a critical component in battery manufacturing. The company has operations in the US and Australia, and has announced plans to increase its domestic production capacity. If the tariffs lead to increased demand for domestically sourced lithium, Albemarle could benefit.
2. **Enovix (ENVX)**: Enovix is a developer and producer of advanced silicon anode lithium-ion batteries. The company has operations in the US and Europe, and has announced plans to increase its production capacity in the US. If the tariffs lead to increased demand for US-sourced battery technology, Enovix could benefit.
3. **FMC (FMC)**: FMC is a materials company that produces lithium hydroxide, another critical component in battery manufacturing. The company has operations in the US and Europe, and has announced plans to expand its global lithium hydroxide production capacity. If the tariffs lead to increased demand for US-sourced lithium hydroxide, FMC could benefit.

However, it is important to note that the impact of the tariffs on these companies will depend on a variety of factors, including their ability to increase production domestically, find alternative suppliers, and navigate the complex global supply chain. Additionally, the tariffs could lead to higher costs for these companies if they are unable to pass on the increased costs to their customers.