Hardware Podcasts

Update: What the new Treasury rules mean for EV supply chains

Catalyst · 7 Dec 2023 · 46m

What this episode covers

Sam Jaffe, senior director of business development at Addionics, explains the U.S. Treasury’s new proposed rules defining 'foreign entities of concern' (FEOC) under the Inflation Reduction Act, which restricts EV tax credits for materials linked to China, Russia, North Korea, or Iran. Jaffe details how the 25% ownership threshold and specific loopholes like the de minimis rule impact the supply chain, particularly for graphite, nickel, and cobalt. He also discusses the classification of 'constituent materials' as strategic minerals, which allows sourcing from free trade agreement partners like Korea and Japan, and analyzes the implications for companies like Ford, CATL, and Tesla.

Most relevant to

companies scaling up

Topics

Mentioned

Companies
Addionics, Ford, CATL, Tesla, LG Chem, Sumitomo Metals and Mining
Also
Inflation Reduction Act, Greenbushes

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