Hardware Podcasts

What the new Treasury rules mean for EV supply chains

Catalyst · 6 Apr 2023 · 33m

What this episode covers

Sam Jaffe, VP of Battery Storage Solutions at E Source, explains the Treasury Department's new guidance on EV tax credits under the Inflation Reduction Act, specifically how 'constituent materials' like cathode active material are now classified as strategic minerals rather than battery components. He details the geopolitical implications, noting that this classification benefits free trade partners like Korea and Japan while creating tension with allies like Europe and domestic politicians like Joe Manchin who wanted stricter domestic content rules. Jaffe also discusses the recent surge in North American battery plant announcements and the lingering uncertainty regarding which Chinese entities will be designated as 'foreign entities of concern.'

Most relevant to

companies scaling up

Topics

Mentioned

Companies
E Source, Tesla, Ford, CATL, Volkswagen, LG, Stellantis, Redwood Materials, Sumitomo Metals and Mining
Also
Inflation Reduction Act, Joe Manchin

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