EV Value Chain

“You don't need to look too much beyond public commentary to see that, like, EV tax credits will likely come under concern, and so that probably impacts anyone investing in the EV value chain.”

“If you look at the past two years combined of actual investment, 93% is in the EV value chain. So that's critical minerals, batteries EV assembly and charging equipment. so that's a 92%. The vast majority of the remainder is solar, and then there's a tiny am…”

“I mean, I have elsewhere here that there's about seventy billion dollars worth of announcements last year in the, in EV value chain in the United States.”