Did the US model its EV supply chain strategy on China’s?
As we move into March, all eyes are focused on the EU and the release of its critical raw materials strategy. The EU has been under increasing pressure over the past few months, following on from the success of the Biden administration’s IRA. As long-time readers will be aware, we’re big fans of the IRA, feeling that it balances realism regarding the US’s (in)ability to source battery raw materials itself, with a real effort to develop an energy transition value chain for the country. Of course, there are many who are not fans of the legislation, and they include countries...
Topics
AAM
Anode
Battery Raw Materials
bottlenecks
CAM
Cathode
China
EU
IRA
Lithium
US
