EV Supply Chain Challenges
The discussion highlights the impending challenges in graphite production and the complexities of licensing agreements between U.S. automakers and Chinese battery manufacturers. Companies building a U.S. supply chain emerge as winners, while those reliant on Chinese influence face significant hurdles. The extended timeline for compliance offers car manufacturers a much-needed reprieve to establish proper sourcing processes.In this clip
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Catalyst with Shayle Kann
Update: What the new Treasury rules mean for EV supply chains
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