Trade Agreements Impact
Sam discusses how recent free trade agreements level the playing field for building cathode plants in North America compared to Japan and Korea. He highlights the significance of allowing existing facilities in these countries to qualify for agreements, which ultimately benefits companies like Tesla that rely on imported components. The conversation reveals the tension between domestic manufacturing goals and international trade pressures, leaving questions about future developments.In this clip
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Catalyst with Shayle Kann
Update: What the new Treasury rules mean for EV supply chains | Catalyst with Shayle Kann
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