There's no EV battery supply chain in the US, just like there's no real solar supply chain.
You can't just snap your fingers and say "OK, subsidies only for US made batteries!" when there is little industry and ramping it up would take many years.
The policy is just a way of "soft" killing the subsidies.
You can't just snap your fingers and say "OK, subsidies only for US made batteries!" when there is little industry and ramping it up would take many years.
The policy is just a way of "soft" killing the subsidies.