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This Is What's Hard About Building a US Domestic Battery Industry

Odd Lots

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Navigating U.S. Energy Investments

This chapter examines how U.S. political dynamics influence investment decisions in the energy sector, particularly electric vehicles and battery production. It contrasts the stability of China's government planning with the fluctuating U.S. landscape, highlighting the complexities of financing and the need for skilled labor in the domestic battery industry. The discussion underscores the urgency of creating a local supply chain in response to geopolitical challenges and the significant role of graphite in battery technology.

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