Cathode Manufacturing Controversy
The discussion highlights the implications of U.S. trade agreements on domestic cathode manufacturing, particularly in relation to Korea and Japan. Existing facilities in these countries gain a competitive edge, potentially undermining new U.S. production incentives. A strategic move appears to favor Tesla by allowing them to qualify for EV tax credits linked to materials sourced from Japan, raising questions about the fairness of the playing field in the battery supply chain.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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