Trade Agreements Impact
The recent free trade agreement has leveled the playing field for building cathode plants in North America compared to Japan and Korea. Existing facilities in these countries can now qualify for strategic minerals under the EV tax credit, which could significantly benefit companies like Tesla. The administration faces the challenge of balancing domestic manufacturing goals with international trade pressures.In this clip
From this podcast
Catalyst with Shayle Kann
What the new Treasury rules mean for EV supply chains
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