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MAX Episode #11 - Henry Sanderson, Author - Volt Rush, Executive Editor - Benchmark Mineral Intelligence
China EVs & More
The New IRA Act Could Really Supercharge Battery Production in the US
The IRA was approved just a week ago. How do you think these new policies in the US are going to change the dynamics of how the EV sector is working out specifically on the battery tech side? And who among the legacy global automakers do you think is best positioned in the battery and upstream minerals, raw materials, GM, Ford, Volkswagen, Mercedes, anybody else? What do we say about the, the Kia and Hyundai? I mean, that, I guess they don't have any US, the problem is that the US presence,. but I think, you know, General Motors has pretty well to sign deals for batteries and raw materials.
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