Trade Rules Impact
A new 50% rule mandates that a significant portion of value must be added in the U.S. or free trade partner countries during material processing. This regulation poses challenges for domestic cathode and anode manufacturers, particularly as Korea, a key player in this sector, qualifies under the rule, potentially diminishing incentives for local production. The implications of this shift could reshape the landscape of battery component manufacturing in North America.In this clip
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Catalyst with Shayle Kann
What the new Treasury rules mean for EV supply chains
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