I mean, they might (honestly, reasonably) be inclined to give us an artificially bad place in line, given the fuckery we’ve gotten up to on their continent, but it would probably be a decision to prioritize history and politics over economics. Or they might want to own battery manufacturing as a whole, I’m which case… fine, whatever, it would be nice to manufacture them in the US, but we should be happy with buying from in our general neighborhood.
If I were in charge, I would want to keep nearly all of that manufacturing and minerals in-country and export battery cells initially, and later full systems that integrate the battery cells, and as the manufacturing capabilities expand I would start to add tarriffs to battery cell exports but ensure the systems that integrate the cells are able to be exported pretty easily. I would ensure to define the "system" as something more than a few battery cells wired together, it would have to be a fully integrated battery pack for a home or commercial building or a car maybe, or some other product that is similar. I would want to focus on vehicular and grid based energy systems, not consumer products because those batteries should eventually get replaced with supercapacitors and battery tech that is less unstable. I would never export minerals for batteries, though, I would just force companies to invest in manufacturing in Brazil.
brazil had 68k and 8080 clones that were sometimes better than the originals. mostly sold to Soviet bloc countries and yoguslavia.
until they decided to also ship full mac clones instead of only the 68k cpus. the lore says jobs pushed for demands to dept of state, and got that brazil both closed the two cpu clone factories and also added a high eletronics tarif to further make inroads into a viable competition harder. the leverage state dpto used was cutting imports of oranges, from brazil, which was provided by most of the farms from corrupt military-politicians in power at the time.
not many sources online https://www.cultofmac.com/266710/meet-unitron-mac-512-worlds...
...those same people now own soy farms, which china buys and usa sells. so guess which way they will align.