“And just thinking of this now purely in terms of supply and demand fundamentals, it’s likely that there will be a shortage of IRA compliant material. That means that continued investment in strategic partnerships will be key to building a robust North American supply chain. And buyers, sellers, and traders in this region will need pricing mechanisms that reflect the true nuances of their market.”
Think about who in North America is able to supply upstream IRA compliant material right now?
Can the US afford to sit back and let the industry muddle it’s way through to catch up with the Chinese?
Not if they want to achieve it in years not decades.
General Discussion Topics, page-143358
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