U.S. battery supply chain

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 7, 2023 by Sam Jaffe · across every show →

Everything said about U.S. battery supply chain, oldest first

Dec 7, 2023 positive
Opinion
Treasury's FEOC guidance forms a strict barrier against Chinese battery materials
“Based on my expectations, this is, it's significantly restrictive. My expectations was there were going to be a lot of loopholes and a lot of ways for this to snake around the FEOC label. But it's a pretty, it is a pretty solid bulletproof way of keeping the C…”
Sam Jaffe Dec 7, 2023 ▶ 7:51 Update: What the new Treasury rules mean for EV supply chains
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