U.S. supply options

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 22, 2025 by Chris Taylor · across every show →

Everything said about U.S. supply options, oldest first

Jan 22, 2025 bearish
Prediction Not checkable as stated
Robust domestic US battery supply chains won't be viable until late 2026
“So we are looking to focus our supply, de-risk our supply chain so that we have robust U.S. Supply options, but those are not likely to be viable until late 26 or early 27, realistically.”
Chris Taylor Jan 22, 2025 ▶ 29:31 Pioneering one of the first IRA tax credit transfers
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