The Inflation Reduction Act: can the US shift China from its battery supply chain?
Report summary
Table of contents
- The US looks to wean itself off China
- How to build an IRA-eligible EV
- Are the Clean Vehicle targets achievable?
- The carrot for producers – the Advanced Manufacturing Production Credit
- Cutting out China will be unrealistic for most models
Tables and charts
This report includes 5 images and tables including:
- Minimum proportions, by value, for IRA eligibility
- Raw material value content of NMC811 cells
- Raw material value content of LFP cells
- Wood Mackenzie’s base case forecast for regional supply compared with demand from US EVs in 2030
- Wood Mackenzie’s base case forecast for regional supply compared with demand from US EVs in 2030
What's included
This report contains:
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