President Trump has implemented a 25% tariff on all steel and aluminum imports, which will impact solar project deployments while benefitting domestic frame manufacturers – especially those like Origami Solar which manufacture cheaper and less energy intensive steel systems, instead of aluminum. Meanwhile 21 House Republicans have voiced support for the Inflation Reduction Act’s existing energy tax credits, reinforcing the view that a removal of various subsidies and incentives such as 45x manufacturing credits is unlikely. DRC Congo’s cobalt export ban will continue for a few months. Entity 6-Mar 13-Mar Unit % Spodumene Concentrate 845 840 $/ton -0.59% Lithium Carbonate 10,308 10,301 $/ton -0.06% Nickel Sulphate 3,746 3,838 $/ton 2.46% Cobalt Sulphate 5,095 6,821 $/ton 33.88% Manganese Sulphate 840 843…