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
-
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:
Other reports you may be interested in
Insight
Webinar - Navigating the Inflation Reduction Act’s new Foreign Entity of Concern rules for the US electric vehicle tax credit
The new Foreign Entity rules severely impact eligibility for the EV tax credit. Will this impact the US’ EV forecast? Find out here.
$1,050
Commodity Market Report
Global graphite market strategic planning outlook - Q1 2024
Global graphite market strategic planning outlook - Q1 2024 provides an outlook to 2050, covering future supply, demand and price trends.
$10,000
Commodity Market Report
Global cathode and precursor market strategic planning outlook - Q1 2024
Our latest long-term outlook detailing the global cathode and precursor market
$10,000