Lithium Supply Chain
A significant shift is underway in the lithium supply chain, with a requirement for 40% of lithium sourced from Australia or Chile and processing likely to occur in the US or partner countries. The introduction of a $7,500 tax credit creates a binary qualification process, pushing for rapid development of new manufacturing and mining capacities. While this initiative signals a strong move towards establishing a domestic supply chain for batteries, there remains a risk that its complexity could deter investment.In this clip
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