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Insight

What the new critical mineral guidelines of the Inflation Reduction Act mean for OEMs

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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

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:

  • Document

    What the new critical mineral guidelines of the Inflation Reduction Act mean for OEMs

    PDF 830.90 KB