Agree, as I stated in my post earlier today, those that control IRA compliant material will survive, those who who don't may have a kodak moment .
How much is that worth to an OEM?
Heck how much is it worth to Canada, between VW and Stellantis, Canada is in for 26 Billion dollars, they have also kicked in for BASF, and POSCO, so failing from a raw material standpoint would be a failure across the board, again what is that worth??
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