The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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The US-Japan critical minerals agreement was tailored to preserve Tesla's tax credits
“Essentially, my conspiracy theory, Is that essentially this was a bone that was thrown to Tesla. Because Tesla makes its battery cells in North America with Panasonic. It makes some of its materials in North America. The electrolyte is made here, the separator…”
Jaffe: US-Japan trade deal was a concession to qualify Tesla for tax credits
“Essentially this was a bone that was thrown to Tesla. Because Tesla makes its battery cells in North America with Panasonic. It makes some of its materials in North America. The electrolyte is made here, the separator, the cans, some other things are made in N…”
Jaffe: Window is closing for new battery startups to rival majors
“There are a handful of new battery companies like Northvolt in Europe and that are appearing, but this is really the last chance for that, for a new, a brand new startup battery company to be able to compete with the majors.”
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…”
Jaffe: IRA tax credit rules definitely hurt short-term EV adoption
“Short-term, it definitely hurts EV adoption. It's a net negative because nobody qualifies for it.”
Jaffe: Second-life EV batteries struggle economically against sub-$100/kWh new cells
“A million mile car brings up the possibility of repurposing that battery pack once the car no longer functions, repurposing that battery pack for stationary storage. But I'm very skeptical about that proposition. You, at that point, you've got an old device th…”
Australia, South Korea, and Chile are the biggest international IRA beneficiaries
“I think that the biggest winners, though, of the other countries that are involved, Australia and Korea and Chile are the, are by far the biggest winners. They all have free trade agreements with the U.S. And are going to come out looking very good from this.”
Jaffe: Australia, Korea, and Chile are biggest international IRA winners
“I think that the biggest winners, though, of the other countries that are involved, Australia and Korea and Chile are the, are by far the biggest winners. They all have free trade agreements with the U.S. And are going to come out looking very good from this.”