Interview with the CFO of VW, I also read the ID 4s built in Chattanooga hope to get full tax credits this year. VW are well underway building their battery factory in Ontario, also to qualify for IRA tax credits. Question remains, where’s the IRA compliant anode coming from for all the US factories under construction? VW in the battery day said sg was their anode of choice, a 90GWh will consume nearly 100 000 tonnes of anode.
https://www.bloomberg.com/news/videos/2024-01-10/vw-cfo-this-is-really-our-time-to-grow-in-us-video
https://www.volkswagen-group.com/en/press-releases/volkswagen-backed-powerco-se-reaches-significant-milestone-in-st-thomas-gigafactory-project-17962
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