The US Lures Top Companies From Allies With 'Made In The USA' Push
Big Take
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The Impetus for Investing in Battery Plants Is There
Is it working? We talked about how China's March ahead was one of the things that spurred these subsidies. Is the US, is the West closing that gap? I think it's going to be hard to really fully close the gap, but if we can at least satisfy some of our own demand then that'll be a big achievement. The real key is are we bringing in things like the other parts of the supply chain to supply those batteries? That's really where the choke points are, where China really has control.
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