Insight
What the new critical mineral guidelines of the Inflation Reduction Act mean for OEMs
Report summary
In December 2022 the US Treasury released a whitepaper proposing new guidelines that allow for minerals mined outside of US-FTA borders to be treated as qualifying, as long as the processing value addition takes place within US-FTA borders. This insight discusses the impact of this whitepaper, providing a guidance into how US OEMs will restructure their supply chains, the specific mineral refining processes that need to be on-shored to qualify for tax credits, and new investment opportunities in the extraction and refining sectors
Table of contents
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New Treasury guidance shifts the focus from mining to refining
- Lithium:
- Nickel:
- Graphite:
- What’s the investment opportunity?
Tables and charts
This report includes 5 images and tables including:
- Critical mineral value portions in NMC811 cells
- Critical mineral value portions in LFP cells
- Lithium demand from US EVs and available supply
- Nickel demand from US EVs and available supply
- Graphite demand from US EVs and available supply
What's included
This report contains:
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