INDEX:

0:54 - EV battery supply chain, political polarization in the U.S., departure of Joe Manchin and speculation about Trump's electoral success

8:54 - Speculation on Joe Manchin's political future. Challenges of the two-party system.

12:19 - Consumer-driven nature of the EV market. Potential Republican policy changes impacting EV credits. Republican proposals for modifying the $7,500 individual credit.

17:42 - Potential impact of a Republican administration on permitting reforms, national security, and fossil fuel promotion. What if Trump wins and Congress remains in Democratic hands?

21:13 - Key demand drivers for EVs:$7,500 point-of-sale credit. Income-level and vehicle origin considerations for federal tax credit.

25:05 - Eligibility of Korean and Japanese batteries under free trade agreements. Importance of critical mineral processing in free trade agreement countries.

26:35 - Complexities of mineral processing and value-added criteria for eligibility under the proposed regulations for tax credits.

32:35 - Impact of China's control over graphite and lithium processing on the eligibility for tax credits - potential limitations for Australian spodumene.

34:10 - Potential collaboration between the U.S. and China - IP licensing and technology transfer.

38:10 - LPO and Jigar Shah's role in financing the clean energy transition. Potential impact of different administrations on the LPO. Expectations of increased loan activities.

43:09 - UAW and the potential impact of strikes on traditional automakers. Biden administration's stance on unions. Tesla as a potential target for unionization efforts.

45:02 - Leasing loophole related to the interpretation of a commercial vehicle credit by the current administration.

47:23 - Belief in ESG as a strong investment framework. China's aggressive EV push. US context considering natural resource footprints. Rising gasoline prices. Consumer preferences on EV adoption in 2022.

51:52 - Wrap-up

#lithium #Tesla #electricvehicles 

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NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein