RE:RE:Free Trade LFP CAM Fully agreed. Thanks contrap127.
The forethcoming guidance from the US Treasury Department on what constitutes a "Foreign Entity of Concern" should be issued (presumably) by end-of-year 2023.
It is worth highlighting that the FEOC guidance will only impact Section 30D of the New Clean Vehicle Credit and in fact has no bearing on Energy Storage Solutions.
Only the Manufacturing Production Credit (45X) applies to ESS which is where the bulk of the LFP will be going as Nano One launches commercial production (at least to begin with). And 45X does encourage manufacturing of iron and phosphate in North America.
As you say, let's sit tight and hope the security hawks have a louder voice at the table than the environmental hawks.
Who know, with some luck maybe we'll get some good news yet in 2023.